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Ironwood Investment Counsel, LLC

● SEC registered since 2001CRD 110623SEC# 801-60073Scottsdale, AZ
Export (members)
Reg. AUM
$1.76B
Employees
22
Accounts
2,525
Location
Scottsdale, AZ

Ironwood Investment Counsel, LLC assets under management

Ironwood Investment Counsel, LLC is a registered investment adviser overseen by the SEC based in Scottsdale, AZ. The firm has been registered since 2001. It reports $1.8 billion in regulatory assets under management and employs 22 people.

Ironwood Investment Counsel, LLC owners & executives

3 reported
NameTitleOwnershipSince
Brian Nichols JacksonPartner, Senior Portfolio ManagerUnder 5%2024
Matthew Jefferson Carter ControlManaging Partner/Chief Compliance OfficerOver 75%2021
Matthew Sean KellyPartner, Senior Wealth AdvisorUnder 5%2024

Frequently asked questions

How much does Ironwood Investment Counsel, LLC manage?

Ironwood Investment Counsel, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.

How many employees does Ironwood Investment Counsel, LLC have?

Ironwood Investment Counsel, LLC reports 22 employees.

Where is Ironwood Investment Counsel, LLC located?

Ironwood Investment Counsel, LLC is based in Scottsdale, AZ and has been SEC-registered since 2001.

Does Ironwood Investment Counsel, LLC disclose fund performance?

Ironwood Investment Counsel, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6263 N. Scottsdale Road, Suite 200, Scottsdale, AZ 85250
Phone480-609-4700
Fax480-609-4725
Office hours7:30-4:30 Monday-Thursday, 7:30-3:00Friday
SEC regionLos Angeles Regional Office (LARO)
CIK1330463
Discloses disciplinary historyNo

Regulatory AUM

$1.76B▲ 16%
Mar '25 — $1.51BApr '25 — $1.51BMay '25 — $1.51BJun '25 — $1.51BJul '25 — $1.51BAug '25 — $1.51BSep '25 — $1.51BOct '25 — $1.51BNov '25 — $1.51BDec '25 — $1.51BJan '26 — $1.51BFeb '26 — $1.51BMar '26 — $1.76BApr '26 — $1.76BMay '26 — $1.76BJun '26 — $1.76B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers

Assets under management

$1.76Bregulatory AUM
Discretionary $1.76B