Data / Investment advisers / Georgia / Ira Group, Inc.
Ira Group, Inc., Atlanta, GA: $15.4 billion AUM, SEC registered investment adviser
Ira Group, Inc. is an SEC registered investment adviser with its main office in Atlanta, Georgia and reports $15.4 billion in regulatory assets under management in its Form ADV filed March 11, 2026. Its clients include pension and profit sharing plans, high net worth individuals and state and municipal governments. It is paid through a percentage of assets under management, fixed fees and other fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 126246
- SEC file number
- 801-70558
- SEC status
- Approved, effective October 2, 2009
- Legal name
- Investment Research & Advisory Group, Inc.
- Main office
- 1230 Peachtree Street Ne Suite 3800, Atlanta, GA 30309
- Phone
- (404) 760-3730
- Regulatory AUM
- $15,416,741,614 in the Form ADV filed March 11, 2026
- Discretionary AUM
- $1,055,080,626
- Non discretionary AUM
- $14,361,660,988
- Accounts
- 691
- Employees
- 19, of which 18 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees, other fees
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- March 11, 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 |
|---|---|---|
| Pension and profit sharing plans | 85 | $13.84 billion |
| High net worth individuals | 103 | $600.4 million |
| State or municipal government entities | Fewer than 5 | $287.9 million |
| Charitable organizations | 5 | $51.6 million |
| Individuals (other than high net worth individuals) | 89 | $37 million |
| Corporations or other businesses | Fewer than 5 | $7.9 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 | $15.42 billion | March 11, 2026 |
| December 1, 2025 | $13.20 billion | February 24, 2025 |
Other advisers in Atlanta
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Voya Investment Management LLC | Atlanta | $38.77 billion | Not listed | adviserinfo.sec.gov |
| Roark Capital Management, LLC | Atlanta | $34.18 billion | 14 | adviserinfo.sec.gov |
| HB Wealth | Atlanta | $30.16 billion | 24 | adviserinfo.sec.gov |
| Atlanta Capital | Atlanta | $28.64 billion | Not listed | adviserinfo.sec.gov |
| Osaic Advisory Services, LLC | Atlanta | $15.48 billion | Not listed | adviserinfo.sec.gov |
| Atlanta Consulting Group Advisors, LLC | Atlanta | $14.70 billion | Not listed | adviserinfo.sec.gov |
| Angel Oak Capital Advisors, LLC | Atlanta | $11.49 billion | 9 | adviserinfo.sec.gov |
| Asset Preservation Advisors, LLC | Atlanta | $11.05 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Atlanta, GA
- Investment advisers in Georgia
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving high net worth individuals
- Ira Group, Inc. 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.