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SEC data October 1, 2026
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SEC data October 1, 2026
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Sign in or start freeWealth manager, independent · Denver, CO
SEC-registered investment adviser · CRD 108208 · SEC 801-8599
At a glance
Investment Research Corp is an SEC-registered investment adviser based in Denver, Colorado, with $76 million in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is individuals, and it reports 163 individual clients. By Form ADV it is a wealth manager, ranked 8,404th of 8,915 wealth managers and 15,656th of 17,210 SEC-registered advisers by assets.
Main office 303-626-0634invresearch.comAs filed on Form ADV
Investment Research Corp’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Hybrid RIA
Investment Research Corp is a hybrid RIA: 15 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: World Capital Brokerage, Inc..
| Client type | Clients | Regulatory AUM | Share |
|---|
| Individuals | 159 | $39M | 51% |
|---|---|---|---|
| Investment companies | 1 | $20M | 26% |
| High-net-worth individuals | 4 | $11M | 15% |
| Pension and profit sharing plans | 2 | $6M | 8% |
Investment Research Corp answers yes to 3 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
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Investment Research Corp reports $76 million in regulatory assets under management across 166 accounts, 26% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
Investment Research Corp is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
By assets, its largest client types are individuals ($39 million, 159 clients); investment companies ($20 million, 1 clients); high-net-worth individuals ($11 million, 4 clients).
Investment Research Corp answers yes to 3 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Every figure is Investment Research Corp’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →