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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Frontier fusionFoundation harbor
- 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.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DOUGLAS BRIAN LEESON
PRINCIPAL
- CRD
- #1540703
- Ownership
- 75% or more
LAUREN VICTORIA NORMA MONCE
Chief Compliance Officer, Director
- CRD
- #6694350
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
SERE ELIZABETH AUSTIN
Financial Advisor, General Partner
- CRD
- #2764835
JOHN RILEY FRAZER
Financial Advisor, General Partner
- CRD
- #4199772
Vertex glacier
Radial value beacon
- CRD
- #86004
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
Total SMA Asset: $15,416,741,614
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $920,821,372 | 39.2% |
| Cash | $396,986,765 | 16.9% |
| Private Funds | $737,596,711 | 31.4% |
| Equity - Exchange | $293,629,265 | 12.5% |
| Total | $2,349,034,113 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VERTEX HARBOR CAPITAL | VITAL VALUE | QA4EKSL4H | RJZD | 0.88% | $42,509,097 |
| DELTA VITAL INSIGHT | HARBOR ALPHA | 45OAYHXXU | WNKRC | 7.25% | $93,459,896 |
| VITAL ATLAS FOCUS | RADIAL OPTIMA | ZC97NI0ZH | JVFY | 2.17% | $47,923,978 |
| ATLAS PATHWAY | RADIAL DELTA | 8VJ539LFC | ANP | 10.86% | $24,571,414 |
| VITAL EAGLE NORTH | BRIDGE VALUE | IFJKT6P7G | QYVHK | 9.84% | $58,287,984 |
| QUANTUM FUSION | HARBOR FUSION | 7KE6WSSDC | RINEP | 3.85% | $94,488,877 |
| ELEMENT PEAK PRIME | BRIDGE CREST | ADREARX6S | GLX | 9.50% | $46,069,428 |
| VITAL FUSION RADIAL | EMBER VERTEX | LPH193XHQ | YIL | 11.55% | $118,762,244 |