Investment Research & Advisory Group, Inc.
Investment Research & Advisory Group, Inc. (IRA Group) is a fee-only investment advisory firm founded in 1992 and headquartered in Atlanta, GA. The firm provides private wealth and institutional advisory services across the United States, emphasizing personalized, face-to-face client relationships and customized financial strategies. With approximately 16-17 employees, the team focuses on fiduciary standards, transparency, and strategic asset allocation, serving primarily high net worth individuals and institutional clients such as corporate retirement plan committees.
Investment Strategy
The firm centers its investment philosophy on strategic asset allocation across major asset classes, including equities, fixed income, alternatives, and real estate. IRA Group conducts a client risk assessment to build portfolios, adjusts target weights based on market conditions, and allows both strategic and tactical shifts. Their approach incorporates both fundamental and technical analysis, leveraging financial publications, corporate filings, and direct dialogue with managers to select primarily publicly traded, liquid investments. They offer recommendations and discretionary management and act as an ERISA fiduciary for institutional retirement plan clients.
Latest 13F Filing Activity
Investment Research & Advisory Group, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 245 equity positions with a total 13F market value of $295M. The fund increased holdings in Vanguard S&P 500 Etf, Apple Inc., Alphabet Inc. Class among other positions. Investment Research & Advisory Group, Inc. reduced exposure to Otis Worldwide Corp., Fiserv Inc., Carmax Inc. among others.
Top Holdings
Equity Positions (245)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD S&P 500 ETF | 24.08% | $71.0M | 116,020 | $403.81 | $612.38 | +$8.5M |
A AAPL | APPLE INC | 6.62% | $19.5M | 76,359 | $79.10 | $254.63 | +$4.1M |
N NVDA | NVIDIA CORP | 4.38% | $12.9M | 68,756 | $122.24 | $186.58 | +$2.1M |
M MSFT | MICROSOFT CORP | 3.74% | $11.0M | 21,145 | $172.20 | $517.95 | +$609.5K |
| ALPHABET INC CLASS | 3.55% | $10.5M | 42,917 | $75.41 | $243.10 | +$2.9M |
Industry Allocation
Investment Team (1)
| Name | Role | Location | |
|---|---|---|---|
 | Principal | Atlanta, GA , United States |
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