SEC-registered investment adviser, Form ADV
IRONVINE CAPITAL PARTNERS, LLC
OMAHA, NE · CRD #168892 · SEC file 801-108956 · website
Regulatory AUM
$1.1B
Accounts
533
Employees
5 (5 advisory)
Regulatory assets under management (RAUM) is the gross figure Form ADV instructions require: securities portfolios without deducting borrowed money. It measures size, not skill, and no public record reports this firm's investment returns. Of the total, $1.1B is managed with discretion (the firm trades without asking first) and $0 without.
How this firm is paid
On Item 5.E of its Form ADV, this firm reports being compensated through a percentage of assets under management.
What each of these arrangements means, and the compounding arithmetic behind the percentage-of-assets model, is on the fees page.
Services, custody, and wrap programs
On its Form ADV, the firm reports providing financial planning, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting.
The firm reports no custody of client cash or securities on its Form ADV. Client assets would sit with a separate custodian, which is the arrangement to confirm in writing.
Disciplinary record
The firm reported no disciplinary or legal disclosures on Form ADV Item 11 in the current data. Individual representatives file their own disclosures separately, so check the specific person too: IRONVINE CAPITAL PARTNERS, LLC on adviserinfo.sec.gov.
Questions to ask this adviser
- Are you fee-only, or fee-based? If any compensation comes from commissions or third parties, what products does it come from?
- Are you a fiduciary at all times when advising me, and will you put that in writing? (Dual registrants can switch standards between accounts; here is why that matters.)
- Who custodies my assets, and will statements come to me directly from that custodian?
- May I have your Form CRS and your Form ADV Part 2A brochure before I sign or pay anything? (You are owed both.)
Comparing more than one firm?
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How matching services actually work, first
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Source: this firm's own SEC Form ADV filing, dated May 13, 2026, from the July 2026 SEC monthly data release. Verify anything here against the live record at adviserinfo.sec.gov. More firms: largest firms in Nebraska.