Wealth manager, independent · Conshohocken, PA
Ironview Capital Management, LLC
SEC-registered investment adviser · CRD 150250 · SEC 801-78950
At a glance
Ironview Capital Management, LLC is an SEC-registered investment adviser based in Conshohocken, Pennsylvania, with $1.4B in regulatory assets under management as of its Form ADV filed March 31, 2026. It reports 386 individual clients, 307 of them high-net-worth, holding an average of about $2.9 million each, and 12 employees. That ranks it 796th among the nation’s 5,657 independent wealth management RIAs and 57th of 260 in Pennsylvania. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 215-793-0111ironview.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.4B
- Rank among independent wealth managers
- #796 of 5,657
- Rank among all SEC RIAs
- #4,466 of 17,210
- Rank in Pennsylvania
- #57 of 260
- Individual clients
- 386
- High-net-worth clients
- 307
- Accounts
- 445
- Discretionary
- 98% of AUM
- Employees
- 12
- Advisory staff
- 9
- Offices
- 7
Owners and executives on its Form ADV
- Benjamin C. RobertsManaging Partner
- Rahul KothariChief Compliance Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Ironview Capital Management, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 307 | $1.1B | 79% |
| Pension and profit sharing plans | 58 | $257M | 18% |
| Individuals | 79 | $18M | 1% |
| Pooled investment vehicles | 1 | $14M | <1% |
Private funds
Ironview Capital Management, LLC reports 1 private funds with $14M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Ironview Capital Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗ironview.com ↗
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The full record on Ironview Capital Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,671 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Pennsylvania
All of Pennsylvania →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Kintra Wealth, LLCWilliamsport | $1.5B | 2,914 |
| Tower Bridge AdvisorsWest Conshohocken | $1.5B | 761 |
| River Wealth Advisors LLCCamp Hill | $1.5B | 876 |
| Chadds Ford Wealth Partners, LLCChadds Ford | $1.3B | 60 |
| The Coury FirmPittsburgh | $1.3B | 206 |
| Baldwin Investment Management, LLCWest Conshohocken | $1.3B | 268 |
Background
Questions
How much does Ironview Capital Management, LLC manage?
Ironview Capital Management, LLC reports $1.4B in regulatory assets under management across 445 accounts, 98% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
How many clients does Ironview Capital Management, LLC have?
It reports 386 individual clients: 307 high-net-worth individuals and 79 other individuals. Individuals account for about 81% of its regulatory assets.
Where is Ironview Capital Management, LLC headquartered?
Its main office is in Conshohocken, Pennsylvania. It reports 7 offices in total and 12 employees, 9 of whom perform investment advisory functions.
How does Ironview Capital Management, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Ironview Capital Management, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed March 31, 2026, it reports these amounts held: Charles Schwab ($916M); Fidelity ($271M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Ironview Capital Management, LLC a hybrid RIA with a broker-dealer?
Ironview Capital Management, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Ironview Capital Management, LLC a fiduciary?
As an SEC-registered investment adviser, Ironview Capital Management, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Ironview Capital Management, LLC’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 (2026-03-31), 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). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. 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 →