RIA IntelAdvisersColoradoIRON RIVER CAPITAL LLC

IRON RIVER CAPITAL LLC

Advisory

DURANGO, CO

Data as of Jul 2, 2026 · Source: SEC Form ADV

Rank in CO
#545
of 720 advisers by AUM
Average account
$237K
across 397 accounts
AUM per adviser
$24M
4 advisers

Source: SEC Form ADV. Figures as filed Jul 2, 2026.

Total AUM
$94M
1-Year AUM Growth
3-Year CAGR
Employees
5
Assets Under Management
Total AUM$94M
Discretionary AUM$89M
Non-Discretionary AUM$5M
Discretionary %95%
Total Clients146
Team
Total Employees5
Investment Advisers4
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, CO, FL, NC, NM, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CO

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

COPPER RIVER ADVISORS LLC
ENGLEWOOD, CO
$94M
-76.7% 1Y
PRIMA WEALTH
$94M
WHITE BISON CAPITAL, LLC
BOULDER, CO
$94M
-6.1% 1Y
LEH II MANAGEMENT LLC
ENGLEWOOD, CO
$93M
1ST FINANCIAL SERVICES, LLC
DENVER, CO
$95M
+15.1% 1Y
FOCUS POINT CAPITAL LLC
$96M
-48.6% 1Y

Get the full picture on IRON RIVER CAPITAL LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track IRON RIVER CAPITAL LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans