Investors Research Corporation (Atlanta)

Name: Investors Research Corporation
Address: 3050 Peachtree Road Nw, Atlanta, GA, 30305
Telephone: 404-968-9348

Investors Research Corporation is a large advisory firm based in Atlanta. It manages $213.9 million of regulatory assets for 591 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California, Florida, Georgia, and Texas.

Investors Research Corporation provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Investors Research Corporation: assets under management

The assets under management (AUM) of Investors Research Corporation is $213.9 million. The firm's AUM has grown by 1231% since the beginning of its operation, and $338.66 thousand of the total AUM is attributable to clients outside of the United States.

The firm manages $211.55 million in discretionary accounts and $2.35 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $365.37 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $196.15 thousand.

Investors Research Corporation has custody of $20.47 million in cash and securities for 21 clients in total but doesn’t act as a qualified custodian.

Investments

The firm invests in exchange traded securities the most. They account for 82% of the total AUM. The second-largest asset type is cash and cash equivalents, which make up 9% of the firm’s portfolio. Investments in investment and business development companies form 4% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Investors Research Corporation for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients David Max Ragland serves?

The firm provides services to individuals and high net worth individuals. The largest group of clients of David Max Ragland is high net worth individuals with 81 clients and $164.04 million of assets under management. Among the 9 most similar advisory firms, Investors Research Corporation has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $213.9 million for 213 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.

Investors Research Corporation doesn't advise any private funds.

Careers at Investors Research Corporation

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Max Ragland	President	1 Nov 1981	75% - 100%	4676215
David Max Ragland	President	1 Mar 1995	75% - 100%	4676215

Based in Atlanta

The principal office where Investors Research Corporation performs its advisory services is located at 3050 Peachtree Road Nw, Atlanta, GA 30305, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-968-9348 or by fax 404-968-9535. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at ircwealth.com.