RIA Intel›Advisers›Minnesota›INVESTMENT RESEARCH CORPORATION

INVESTMENT RESEARCH CORPORATION

Advisory

MN

Data as of Mar 25, 2026 · Source: SEC Form ADV

Rank in MN

#420

of 511 advisers by AUM

Average account

$988K

across 88 accounts

AUM per adviser

$87M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$87M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$87M

Discretionary AUM$87M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients88

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InMN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

88 clients

43 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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HOFKIN CAPITAL MANAGEMENT, INC.

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CONTEGO CAPITAL GROUP, INC.

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HERITAGE CAPITAL ADVISORS, LLC

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