I
CRD: 334445
Iron Forge Financial
Hudson Oaks, TX
8173430654
$3.7M Total AUM
$3.7M Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-21-2025
- Office Locations
- 1
Office Locations
-- Hudson Oaks TX
About Iron Forge Financial
Iron Forge Financial is a Hudson Oaks-based RIA. The firm has been operating for 1 years. Managing $3.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Vanguard. Services offered include Business Succession, Financial Planning, Insurance.
Team overview
-- AVG AGE
$3.7M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
1.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Eagle Legacy glacier Delta zenith
Investment Themes
Meridian Glacier Pathway
Investment Vehicles
Optima
Services
Bridge timber Matrix horizon Fusion harbor Signal crest Matrix frontier Matrix Timber
Owner & Executives
D
Davis Cade Jones
Chief Compliance Officer, Managing Member
- CRD
- #8032016
- Ownership
- 75% or more
(904) 625-2183
atlas.north@summitcapital.com
in linkedin.com/in/crest-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,651,166 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,651,166 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,651,166
Equity - Exchange:
26.2% Cash:
73.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,209,353,125 | 26.2% |
| Cash | $3,406,498,499 | 73.8% |
| Total | $4,615,851,624 | 100.0% |