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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-25-2003
- Office Locations
- 2
Office Locations
About IRA Group, Inc.
Founded in 1992 and based in Atlanta, IRA Group is a fiduciary RIA providing independent, no-proprietary-product advice. The firm delivers customized portfolio management and comprehensive private wealth planning, coordinating tax, estate and insurance specialists. It also supports corporate retirement plan committees with investment fiduciary oversight, analytics and ongoing engagement, backed by proprietary research.
Reported data analysis
What the numbers show
Between February 24, 2025 and March 11, 2026, reported AUM increased 16.8%, from $13.2B to $15.4B.
Across 5 reported observations, AUM increased 56.6% between March 29, 2022 and March 11, 2026, from $9.8B to $15.4B.
Of the latest reported AUM, 6.8% is discretionary and 93.2% is non-discretionary.
The firm reports 18 advisory representatives and 302 clients, or 16.8 clients per representative. That equates to $51.0M in reported AUM per client.
The profile lists 2 reported office locations and 23 years in operation. The source data was last updated on March 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
DOUGLAS BRIAN LEESON
PRINCIPAL
- CRD
- #1540703
- Ownership
- 75% or more
LAUREN VICTORIA NORMA MONCE
Chief Compliance Officer
- CRD
- #6694350
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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SERE ELIZABETH AUSTIN
Financial Advisor, General Partner
- CRD
- #2764835
JOHN RILEY FRAZER
Financial Advisor, General Partner
- CRD
- #4199772
Showing 2 of 17 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,055,080,626 | $1,851,019 |
| Non-Discretionary | $14,361,660,988 | $118,691,413 |
| Total | $15,416,741,614 | $22,310,769 |
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Separately Managed Accounts
SMA allocation detail is available
IRA Group, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
IRA Group, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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