Investment Research & Advisory Group, Inc.
● SEC registered since 2009CRD 126246SEC# 801-70558Atlanta, GA
Reg. AUM
$15.42B
Employees
19
Accounts
691
Location
Atlanta, GA
Investment Research & Advisory Group, Inc. assets under management
Investment Research & Advisory Group, Inc. operates as an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2009. It reports $15.4 billion in regulatory assets under management and employs 19 people.
Investment Research & Advisory Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Brian Leeson Control | Principal | Over 75% | 1992 |
| Lauren Victoria Norma Monce Control | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Investment Research & Advisory Group, Inc. manage?
Investment Research & Advisory Group, Inc. reports $15.4 billion in regulatory assets under management on its Form ADV.
How many employees does Investment Research & Advisory Group, Inc. have?
Investment Research & Advisory Group, Inc. reports 19 employees.
Where is Investment Research & Advisory Group, Inc. located?
Investment Research & Advisory Group, Inc. is based in Atlanta, GA and has been SEC-registered since 2009.
Does Investment Research & Advisory Group, Inc. disclose fund performance?
Investment Research & Advisory Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1230 Peachtree Street NE, Suite 3800, Atlanta, GA 30309 |
| Phone | 404-760-3730 |
| Fax | 404-760-3731 |
| Office hours | 8:30 a.m.-5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1802136 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$15.42B▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$15.42Bregulatory AUM
Discretionary $1.06BNon-discretionary $14.36B