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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- 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.
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Owner & Executives
Dustin Irish
Chief Compliance Officer, PRINCIPAL
- CRD
- #7466001
- Ownership
- 75% or more
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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