RIA Intel›Advisers›Texas›IRON OAK CAPITAL MANAGEMENT, LLC

IRON OAK CAPITAL MANAGEMENT, LLC

Advisory

Data as of Jan 31, 2026 · Source: SEC Form ADV

Rank in TX

#2,289

of 2,813 advisers by AUM

Average account

$178K

across 73 accounts

AUM per adviser

$6M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 31, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients41

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

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

See plansIncluded with the Intelligence plan

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

41 clients

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

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