Asset manager · Atlanta, GA
IRA Group, Inc.
Investment Research & Advisory Group, Inc. · SEC-registered investment adviser · CRD 126246 · SEC 801-70558
At a glance
IRA Group, Inc. is an SEC-registered investment adviser based in Atlanta, Georgia, with $15.4 billion in regulatory assets under management as of its Form ADV filed March 11, 2026. Its largest client group by assets is pension and profit sharing plans, and it reports 192 individual clients. By Form ADV it is a asset manager, ranked 417th of 3,218 asset managers and 1,032nd of 17,210 SEC-registered advisers by assets.
Main office 404-760-3730iragroup.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $15B
- Rank among asset managers
- #417 of 3,218
- Rank among all SEC RIAs
- #1,032 of 17,210
- Rank in Georgia
- #12 of 331
- Individual clients
- 192
- High-net-worth clients
- 103
- Accounts
- 691
- Discretionary
- 7% of AUM
- Employees
- 19
- Advisory staff
- 18
- Offices
- 1
Owners and executives on its Form ADV
- Douglas B. LeesonPrincipal
- Lauren V. MonceChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pension and profit sharing plans | 85 | $14B | 90% |
| High-net-worth individuals | 103 | $600M | 4% |
| Other | 20 | $590M | 4% |
| State or municipal government entities | – | $288M | 2% |
| Charitable organizations | 5 | $52M | <1% |
| Individuals | 89 | $37M | <1% |
| Corporations or other businesses | – | $8M | <1% |
Disciplinary disclosures
IRA Group, Inc. answers yes to 2 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 ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Fixed fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗iragroup.com ↗
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- 2 namedLocked
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Background
Questions
How much does IRA Group, Inc. manage?
IRA Group, Inc. reports $15.4 billion in regulatory assets under management across 691 accounts, 7% of it on a discretionary basis, on its Form ADV filed March 11, 2026.
What kind of firm is IRA Group, Inc.?
IRA Group, Inc. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are IRA Group, Inc.’s clients?
By assets, its largest client types are pension and profit sharing plans ($13.8 billion, 85 clients); high-net-worth individuals ($600 million, 103 clients); other ($590 million, 20 clients).
Does IRA Group, Inc. have any disciplinary history?
IRA Group, Inc. answers yes to 2 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.
Where these numbers come from
Every figure is IRA Group, Inc.’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 (2026-03-11), 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 →