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- Custodian
- Charles Schwab & Company · Millennium Trust
- Clients
- Retail and Institutional
- Platforms
- SignalEagle pioneer
- Established Date
- 01-23-2006
- Office Locations
- 3
Office Locations
About IRC Wealth
IRC Wealth is an Atlanta-based boutique fiduciary firm providing personalized financial planning, tax strategy, and charitable-giving guidance for individuals and business owners facing major life and business decisions. The team emphasizes education and the human factor, coordinates with clients’ other advisors, and follows a proprietary planning process with semi-annual reviews. Portfolios primarily use public funds and ETFs.
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Owner & Executives
David Max Ragland
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #4676215
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Carol Cho
Financial Advisor, General Partner
- CRD
- #6337284
ZiJia Fu
Investment Associate
- CRD
- #7504673
Focus frontier
Crest quantum
- CRD
- #61643
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $608,652,846 | $634,675 |
| Non-Discretionary | $58,063,776 | $496,272 |
| Total | $666,716,622 | $619,625 |
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Separately Managed Accounts
Total SMA Asset: $666,716,622
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,285,222,429 | 29.5% |
| Equity - Exchange | $527,159,030 | 12.1% |
| U.S. Government/Agency | $849,553,809 | 19.5% |
| Cash | $1,032,534,629 | 23.7% |
| Equity - OTC | $300,611,348 | 6.9% |
| Private Funds | $361,604,954 | 8.3% |
| Total | $4,356,686,199 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS VERTEX CATALYST | PATHWAY OAK | BAJ30QPX9 | QTAX | 5.43% | $35,010,381 |
| CAPITAL EAGLE PIONEER | BRIDGE VECTOR | 18UFWT9MX | TUMK | 1.76% | $111,390,151 |
| VITAL FOCUS BEACON | PEAK ALPHA | 32B6FDZSN | RNBH | 8.26% | $97,597,065 |
| ZENITH INSIGHT EMBER | DELTA SIGNAL | 9DVJDMKFL | XWK | 3.02% | $90,292,735 |
| VITAL CREST | BRIDGE MATRIX | LI75A1K08 | RUK | 7.67% | $53,585,712 |
| BEACON FRONTIER | OAK OPTIMA | DSG742PNK | MTFN | 7.80% | $38,651,911 |
| HARBOR PRIME | MATRIX ELEMENT | 8LRC1MEA4 | CFYVK | 7.49% | $1,924,554 |
| INSIGHT PIONEER CATALYST | RADIAL QUANTUM | H30IHI38H | GQE | 11.43% | $24,595,320 |