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Investment Research Corp

Investment Research Corp. CRD 108208

I

CRD: 108208

Investment Research Corp

Denver, CO, 80203
3036260634
www.invresearch.com
$76.3M Total AUM
$19.9M Disc. AUM
20.6% 3Y CAGR
21 Employees
332 ADV. Clients
54 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail and Institutional
Platforms
--
Established Date
04-26-1972
Office Locations
13

Office Locations

105 Leader Heights Road Suite 100 York PA
1636 North Logan Street Denver CO
44531 National Road Saint Clairsville OH

About Investment Research Corp

Investment Research Corp (World Capital Brokerage Advisory Services) is an SEC-registered RIA that works alongside an affiliated brokerage to serve investment professionals and private investors. The firm tailors portfolio construction and planning (retirement, estate, and insurance) to client goals and risk tolerance, with investment exposure centered on ETFs and public funds.

Team overview

54 AVG AGE
$4.8M AVG AUM / ADVISOR
$229.9K AVG AUM / CLIENT
9.7 yrs AVG TENURE
21 Employees
16 Advisory Reps
15 RIA Reps
54yrs Firm Age

Insights

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Asset Classes

Radial

Client Personas

Legacy delta

Investment Themes

Oak wave Horizon pioneer Element capital

Investment Vehicles

Focus

Services

Atlas oak Vertex value Pioneer radial Ridge Signal eagle Oak atlas

Owner & Executives

TIMOTHY EUGENE TAGGART

TIMOTHY EUGENE TAGGART

Chief Compliance Officer, President, TREASURER

CRD
#1075525
Ownership
75% or more
(946) 610-6462
horizon.alpha@zenithcapital.com
in linkedin.com/in/vital-radial
PATRICIA ANN BLUM

PATRICIA ANN BLUM

Limited Principal

CRD
#4467584
Ownership
Less than 5%
(728) 611-2119
foundation.vital@atlascapital.com
in linkedin.com/in/catalyst-pathway
L

Legacy north

Bridge optima signal

CRD
#30499
Ownership
38.5%
(953) 401-7731
fusion.atlas@radialcapital.com
in linkedin.com/in/quantum-ridge

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Contacts

J

JASON ERIC ANDERSON

Investment Advisor

CRD
#5306459
(606) 913-1836
catalyst.beacon@radialcapital.com
in linkedin.com/in/unison-optima
P

PAUL WILLIAM FOSTER

--

CRD
#4715248
(426) 348-4241
vital.glacier@catalystcapital.com
in linkedin.com/in/catalyst-pioneer
L

Legacy momentum

Alpha alpha radial

CRD
#18046
(511) 769-4956
horizon.catalyst@timbercapital.com
in linkedin.com/in/radial-horizon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-25-2022
03-03-2023
03-27-2024
03-06-2025
03-30-2026
Category Assets AVG. Account size
Discretionary $19,901,160 $19,901,160
Non-Discretionary $56,418,784 $341,932
Total $76,319,944 $459,759

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Separately Managed Accounts

Total SMA Asset: $56,418,784

$56.4M Total SMA
Equity - Exchange:
49.4%
Public Funds:
13.9%
Cash:
12.9%
Other:
23.8%
Asset class Assets Assets %
Equity - Exchange $2,564,870,817 49.4%
Public Funds $721,694,420 13.9%
Cash $669,773,958 12.9%
Other $1,235,706,994 23.8%
Total $5,192,046,189 100.0%

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