Ira Group, Inc.
Registered investment adviser · Atlanta, GA · CRD #126246
Form ADV data as of 2026-09-01Regulatory assets
$15.42 billion
Total accounts
691
Employees
19
Disclosure events
2
Firm details
- Website: https://www.linkedin.com/company/iragroup
- Telephone: 404-760-3730
- SEC file number: 801-70558
- Most recent Form ADV filing: 2026-03-11
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm reports 2 disclosure questions answered Yes, covering 2 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.
- Another regulator found a violation of investment-related regulations or statutes
- Another regulator entered an order in connection with investment-related activity (past 10 years)
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $1.06 billion |
| Non-discretionary regulatory assets under management | $14.36 billion |
| Total regulatory assets under management | $15.42 billion |
| Discretionary accounts | 570 |
| Non-discretionary accounts | 121 |
| Total accounts | 691 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 19 |
| Employees performing investment advisory functions (including research) | 18 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 17 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | No |
| Client funds and securities held in the firm's custody | $189.9 million |
| Clients for whom the firm has custody | 80 |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 1 |
How the firm is compensated
Advisory services offered
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Provides employee compensation specifically for obtaining clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 89 | $37.0 million |
| High net worth individuals | 103 | $600.4 million |
| Pension and profit sharing plans (not the participants or government plans) | 85 | $13.84 billion |
| Charitable organizations | 5 | $51.6 million |
| State or municipal government entities (including government pension plans) | 0 | $287.9 million |
| Corporations or other businesses not listed above | 0 | $7.9 million |
| Other | 20 | $590.2 million |