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President, Chief Compliance Officer · IRC Wealth

David M. Ragland

CRD 4676215 · Named on Form ADV at one SEC-registered adviser

At a glance

IRC Wealth, an SEC-registered wealth manager based in Atlanta, GA with $667 million in regulatory assets, lists David M. Ragland on its Form ADV as President, Chief Compliance Officer, a control person.

Firms and roles

  • IRC WealthPresident, Chief Compliance OfficerWealth manager · Atlanta, GA · $667M in regulatory assets

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.