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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-25-2025
- Office Locations
- 1
Office Locations
About Irish Capital LLC
Irish Capital is a Kansas City-area financial planning and advisory firm serving high-net-worth entrepreneurs, corporate executives, medical professionals, and engineers. The firm builds comprehensive plans spanning cash flow, tax-aware compensation and retirement plan design, risk and estate considerations, and diversified long-term portfolios. Investment implementation is largely ETF-based and custodied with Charles Schwab, with added depth in equity-comp and liquidity-event planning.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 78 clients, or 78 clients per representative. That equates to $103.3K in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on February 6, 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Irish Capital LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Dustin Irish
Chief Compliance Officer, PRINCIPAL
- CRD
- #7466001
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,060,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,060,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Irish Capital LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.