Data / Investment advisers / Missouri / Ior
Ior, Clayton, MO: $127 million AUM, SEC registered investment adviser
Ior is an SEC registered investment adviser with its main office in Clayton, Missouri and reports $127 million in regulatory assets under management in its Form ADV filed February 6, 2026. Its clients include charitable organizations. It is paid through a percentage of assets under management and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 311647
- SEC file number
- 801-129634
- SEC status
- Approved, effective March 5, 2024
- Legal name
- Investment Office Resources, LLC
- Main office
- 8301 Maryland Ave Suite 300, Clayton, MO 63105
- Website
- investmentofficeresources.com
- Regulatory AUM
- $126,500,157 in the Form ADV filed February 6, 2026
- Discretionary AUM
- $126,500,157
- Accounts
- 4
- Employees
- 11, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 6, 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 |
|---|---|---|
| Charitable organizations | Fewer than 5 | $126.5 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 |
|---|---|---|
| February 2, 2026 | $126.5 million | January 29, 2026 |
| December 1, 2025 | $112.9 million | July 22, 2025 |
Other advisers in Clayton
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Foundation Wealth Management, LLC | Clayton | $660.6 million | Not listed | adviserinfo.sec.gov |
| Agellus Capital, LLC | Clayton | $507.8 million | 6 | adviserinfo.sec.gov |
| Vista Finance, LLC | Clayton | $320 million | 1 | adviserinfo.sec.gov |
| Clarity Financial Planners | Clayton | $132.5 million | Not listed | adviserinfo.sec.gov |
| Laminar Wealth LLC | Clayton | $131.8 million | Not listed | adviserinfo.sec.gov |
| Ten Peaks Partners L.L.C. | Clayton | $108.6 million | Not listed | adviserinfo.sec.gov |
| Sixthirty Ventures | Clayton | Not listed | 5 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Clayton, MO
- Investment advisers in Missouri
- Advisers with $100 million to $500 million in AUM
- Advisers serving charitable organizations
- Ior on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.