Ironshore Financial, LLC
● SEC registered since 2018CRD 294053SEC# 801-112863
Reg. AUM
$1.44B
Employees
1
Accounts
24
Location
—
About Ironshore Financial
Ironshore Financial serves as a trusted advisor and co-fiduciary to retirement plan sponsors. It emphasizes participant-directed retirement plans and an investment evaluation process that places greater weight on risk management than on return alone.
Summary based on the firm’s website.
Ironshore Financial, LLC assets under management
Ironshore Financial, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2018. It reports $1.4 billion in regulatory assets under management and employs 1 people.
Ironshore Financial, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Edward Dean Speer Control | Managing Member / Cco | Over 75% | 2018 |
Frequently asked questions
How much does Ironshore Financial, LLC manage?
Ironshore Financial, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Ironshore Financial, LLC have?
Ironshore Financial, LLC reports 1 employees.
Does Ironshore Financial, LLC disclose fund performance?
Ironshore Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 937-872-4015 |
| Office hours | By Appointment |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.44B▲ 18%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,389 advisers
EmployeesTop 94%
More than 6% of 16,799 advisers
Assets under management
$1.44Bregulatory AUM
Discretionary $168.5MNon-discretionary $1.27B