IRONSIDES ASSET ADVISORS, LLC
Adviser information for IRONSIDES ASSET ADVISORS, LLC last updated from Form ADV on March 6th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | North Carolina, United States |
Employees
Total Number of Employees | 2 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 174 | $380.0M |
Non-Discretionary | 530 | $447.0M |
Total | 704 | $827.0M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 10 | $2.2M |
HNW Individuals | 19 | $811.1M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | <5 | $11.2M |
Charitable organizations | <5 | $2.3M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $172,134 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
---|---|
Compensation | % of AUMHourly chargesFixed fees |
Principal Office
511 TARRYTOWN CENTERROCKY MOUNT
NC
United States
Monday - Friday, 8:30 AM TO 5:30 PM
Tel: 252-443-7041, Fax: 252-443-5383
Chief Compliance Officer
WAYNE GIBSON
MANAGING MEMBER
511 TARRYTOWN CENTER
ROCKY MOUNT
NC
United States
Tel:
252-443-7041
Fax:
252-443-5383
W******@**************M
(Full email address available in API data)
Regulatory Contact
MARK ROBERTS
MANAGER
511 TARRYTOWN CENTER
ROCKY MOUNT
NC
United States
Tel:
252-443-7041
Fax:
252-443-5383
M*******@**************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
GIBSON, EMMETT, WAYNE | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 11/2009 | 50-75% |
ROBERTS, MARK, ERVIN | Individual | – | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | 01/2012 | 50-75% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
BUNGE LIMITED | COM | 523K | 5K | – |
AFLAC INC | COM | 333K | 4K | – |
AT&T INC | COM | 358K | 19K | – |
ABERDEEN ASIA-PACIFIC INCOME | COM | 48K | 18K | – |
AMAZON COM INC | COM | 246K | 1K | – |
APPLE INC | COM | 461K | 2K | – |
BANK AMERICA CORP | COM | 4M | 102K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 671K | 2K | – |
BLACKSTONE INC | COM | 656K | 5K | – |
CANADIAN PACIFIC KANSAS CITY | COM | 247K | 3K | – |
CHEVRON CORP NEW | COM | 685K | 4K | – |
COSTCO WHSL CORP NEW | COM | 311K | 366 | – |
COUPANG INC | CL A | 310K | 15K | – |
DUKE ENERGY CORP NEW | COM NEW | 235K | 2K | – |
EXXON MOBIL CORP | COM | 906K | 8K | – |
FIRST BANCORP N C | COM | 401K | 13K | – |
FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 1M | 23K | – |
FISERV INC | COM | 542K | 4K | – |
GLOBAL X FDS | GLB X MLP ENRG I | 2M | 46K | – |
GLOBAL X FDS | RATE PREFERRED | 1M | 43K | – |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL HLT | 1M | 38K | – |
INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 3M | 18K | – |
IQVIA HLDGS INC | COM | 423K | 2K | – |
ISHARES TR | CORE S&P TTL STK | 35M | 295K | – |
ISHARES TR | CORE S&P500 ETF | 2M | 4K | – |
ISHARES TR | RUS 1000 VAL ETF | 2M | 14K | – |
ISHARES TR | S&P MC 400VL ETF | 454K | 4K | – |
ISHARES TR | CORE S&P SCP ETF | 11M | 103K | – |
ISHARES TR | US AER DEF ETF | 746K | 6K | – |
ISHARES TR | MSCI INDIA SM CP | 536K | 7K | – |
ISHARES TR | MSCI USA QLT FCT | 7M | 42K | – |
ISHARES TR | CORE MSCI EAFE | 20M | 280K | – |
ISHARES INC | CORE MSCI EMKT | 5M | 100K | – |
LOCKHEED MARTIN CORP | COM | 346K | 740 | – |
LOWES COS INC | COM | 106M | 481K | – |
MARTIN MARIETTA MATLS INC | COM | 464K | 856 | – |
MICROSOFT CORP | COM | 1M | 3K | – |
NOVO-NORDISK A S | ADR | 466K | 3K | – |
NVIDIA CORPORATION | COM | 632K | 5K | – |
NUTRIEN LTD | COM | 354K | 7K | – |
PALO ALTO NETWORKS INC | COM | 207K | 612 | – |
RANGE RES CORP | COM | 201K | 6K | – |
SPDR S&P 500 ETF TR | TR UNIT | 28M | 52K | – |
SPDR GOLD TR | GOLD SHS | 215K | 1K | – |
SELECT SECTOR SPDR TR | SBI HEALTHCARE | 238K | 2K | – |
SELECT SECTOR SPDR TR | ENERGY | 927K | 10K | – |
SELECT SECTOR SPDR TR | SBI INT-UTILS | 1M | 18K | – |
SIMPLIFY EXCHANGE TRADED FUN | US EQT PLS DWNSD | 1M | 43K | – |
SIMPLIFY EXCHANGE TRADED FUN | MBS ETF | 638K | 13K | – |
SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | 242K | 9K | – |
SKECHERS U S A INC | CL A | 386K | 6K | – |
UNITED STS COMMODITY INDEX F | CM REP COPP FD | 428K | 16K | – |
UNITEDHEALTH GROUP INC | COM | 329K | 646 | – |
VANECK VECTORS ETF TR | GOLD MINERS ETF | 536K | 16K | – |
VANGUARD WHITEHALL FDS INC | HIGH DIV YLD | 4M | 35K | – |
VANGUARD WORLD FDS | HEALTH CAR ETF | 326K | 1K | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 15M | 29K | – |
VANGUARD INDEX FDS | MCAP VL IDXVIP | 1M | 9K | – |
VANGUARD INDEX FDS | MID CAP ETF | 10M | 43K | – |
VANGUARD INDEX FDS | LARGE CAP ETF | 300K | 1K | – |
VANGUARD INDEX FDS | GROWTH ETF | 10M | 27K | – |
VANGUARD INDEX FDS | VALUE ETF | 4M | 25K | – |
VANGUARD INDEX FDS | TOTAL STK MKT | 5M | 17K | – |
WASTE MGMT INC DEL | COM | 279K | 1K | – |