Data / Investment advisers / Colorado / Investment Research Corp
Investment Research Corp, Denver, CO: $76.3 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Investment Research Corp is an SEC registered investment adviser with its main office in Denver, Colorado and reports $76.3 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include individuals, investment companies and high net worth individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 108208
- SEC file number
- 801-8599
- SEC status
- Approved, effective April 26, 1972
- Main office
- 1636 North Logan Street, Denver, CO 80203
- Phone
- (303) 626-0634
- Website
- invresearch.com
- Regulatory AUM
- $76,319,944 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $19,901,160
- Non discretionary AUM
- $56,418,784
- Accounts
- 166
- Employees
- 21, of which 16 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 159 | $39.2 million |
| Investment companies | 1 | $19.9 million |
| High net worth individuals | 4 | $11.5 million |
| Pension and profit sharing plans | 2 | $5.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $76.3 million | March 30, 2026 |
| December 1, 2025 | $63.4 million | March 6, 2025 |
Other advisers in Denver
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| 325 Fillmore LLC | Denver | $103.8 million | 4 | adviserinfo.sec.gov |
| GSSG Solar, LLC | Denver | $103.4 million | 3 | adviserinfo.sec.gov |
| Israel Investment Advisors, LLC | Denver | $96.3 million | 1 | adviserinfo.sec.gov |
| Integrity Prosperity Security (Ips) Strategic Capital | Denver | $90.9 million | Not listed | adviserinfo.sec.gov |
| Kelly Intelligence | Denver | $81.7 million | Not listed | adviserinfo.sec.gov |
| World Capital Advisors, LLC | Denver | $72 million | Not listed | adviserinfo.sec.gov |
| Denver Angels | Denver | Not listed | 57 | adviserinfo.sec.gov |
| Rockies Venture Adviser, LLC | Denver | Not listed | 47 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Denver, CO
- Investment advisers in Colorado
- Advisers with $50 million to $100 million in AUM
- Advisers serving individuals
- Advisers serving investment companies
- Investment Research Corp on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.