INVESTORS RESEARCH CORPORATION
Legal name: IRC WEALTH
CRD #132022 SEC #801-64349 ATLANTA, GA 404-968-9348
SEC Registered
Total AUM
$578.2M
Discretionary
$551M
Employees
9
Clients
101
Accounts
1,012
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $578.2M | $551M | $27.2M | 9 | 0 |
| Mar 2024 | $518.8M | $494.6M | $24.2M | 8 | 0 |
| Mar 2023 | $432.3M | $420.2M | $12.1M | 9 | 0 |
| Oct 2022 | $436.3M | $432.3M | $4M | 7 | 0 |
| Mar 2022 | $436.3M | $432.3M | $4M | 7 | 0 |
| Feb 2022 | $332.8M | $329.1M | $3.7M | 7 | 1 |
| Mar 2021 | $332.8M | $329.1M | $3.7M | 7 | 1 |
| Jun 2020 | $305M | $296.7M | $8.3M | 8 | 1 |
| Mar 2020 | $305M | $296.7M | $8.3M | 8 | 1 |
| Jun 2019 | $213.9M | $211.5M | $2.4M | 3 | 2 |
| Mar 2019 | $213.9M | $211.5M | $2.4M | 3 | 2 |
| Mar 2018 | $228.6M | $228.6M | $0 | 3 | 1 |
| Mar 2018 | $228.6M | $228.6M | $0 | 3 | 1 |
| Jun 2017 | $191.1M | $191.1M | $0 | 3 | 200 |
| Mar 2017 | $191.1M | $191.1M | $0 | 1 | 200 |
| Jan 2017 | $157.3M | $157.3M | $0 | 1 | 200 |
| Mar 2016 | $157.3M | $157.3M | $0 | 1 | 200 |
| Nov 2015 | $172M | $172M | $0 | 1 | 200 |
| Aug 2015 | $172M | $172M | $0 | 1 | 200 |
| Mar 2015 | $172M | $172M | $0 | 1 | 200 |
| Mar 2014 | $151.3M | $151.3M | $0 | 1 | 200 |
| Mar 2013 | $110.7M | $110.7M | $0 | 1 | 200 |
| Mar 2012 | $100.5M | $100.5M | $0 | 1 | 200 |
| Mar 2011 | $90.1M | $90.1M | $0 | 5 | -- |
| Mar 2010 | $72.6M | $72.6M | $0 | 5 | -- |
| Mar 2007 | $70.6M | $70.6M | $0 | 5 | -- |
| Mar 2006 | $50.9M | $50.9M | $0 | 5 | -- |
| Jan 2006 | $32.2M | $32.2M | $0 | 5 | -- |
| May 2005 | $32.2M | $32.2M | $0 | 5 | -- |
DateFeb 2025
Total AUM$578.2M
Discretionary$551M
Non-Disc.$27.2M
Employees9
Clients0
DateMar 2024
Total AUM$518.8M
Discretionary$494.6M
Non-Disc.$24.2M
Employees8
Clients0
DateMar 2023
Total AUM$432.3M
Discretionary$420.2M
Non-Disc.$12.1M
Employees9
Clients0
DateOct 2022
Total AUM$436.3M
Discretionary$432.3M
Non-Disc.$4M
Employees7
Clients0
DateMar 2022
Total AUM$436.3M
Discretionary$432.3M
Non-Disc.$4M
Employees7
Clients0
DateFeb 2022
Total AUM$332.8M
Discretionary$329.1M
Non-Disc.$3.7M
Employees7
Clients1
DateMar 2021
Total AUM$332.8M
Discretionary$329.1M
Non-Disc.$3.7M
Employees7
Clients1
DateJun 2020
Total AUM$305M
Discretionary$296.7M
Non-Disc.$8.3M
Employees8
Clients1
DateMar 2020
Total AUM$305M
Discretionary$296.7M
Non-Disc.$8.3M
Employees8
Clients1
DateJun 2019
Total AUM$213.9M
Discretionary$211.5M
Non-Disc.$2.4M
Employees3
Clients2
DateMar 2019
Total AUM$213.9M
Discretionary$211.5M
Non-Disc.$2.4M
Employees3
Clients2
DateMar 2018
Total AUM$228.6M
Discretionary$228.6M
Non-Disc.$0
Employees3
Clients1
DateMar 2018
Total AUM$228.6M
Discretionary$228.6M
Non-Disc.$0
Employees3
Clients1
DateJun 2017
Total AUM$191.1M
Discretionary$191.1M
Non-Disc.$0
Employees3
Clients200
DateMar 2017
Total AUM$191.1M
Discretionary$191.1M
Non-Disc.$0
Employees1
Clients200
DateJan 2017
Total AUM$157.3M
Discretionary$157.3M
Non-Disc.$0
Employees1
Clients200
DateMar 2016
Total AUM$157.3M
Discretionary$157.3M
Non-Disc.$0
Employees1
Clients200
DateNov 2015
Total AUM$172M
Discretionary$172M
Non-Disc.$0
Employees1
Clients200
DateAug 2015
Total AUM$172M
Discretionary$172M
Non-Disc.$0
Employees1
Clients200
DateMar 2015
Total AUM$172M
Discretionary$172M
Non-Disc.$0
Employees1
Clients200
DateMar 2014
Total AUM$151.3M
Discretionary$151.3M
Non-Disc.$0
Employees1
Clients200
DateMar 2013
Total AUM$110.7M
Discretionary$110.7M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$100.5M
Discretionary$100.5M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$90.1M
Discretionary$90.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$72.6M
Discretionary$72.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$70.6M
Discretionary$70.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$50.9M
Discretionary$50.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$32.2M
Discretionary$32.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$32.2M
Discretionary$32.2M
Non-Disc.$0
Employees5
Clients--