AdvizorPro

Iron River Capital LLC

Iron River Capital LLC. CRD 173307

I

CRD: 173307

Iron River Capital LLC

Durango, CO, 81301
9704265300
connolly-financial.com
$94.1M Total AUM
$89.4M Disc. AUM
-- 3Y CAGR
5 Employees
147 ADV. Clients
11 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
First Clearing · Interactive Brokers · Trade-PMR
Clients
Retail and Institutional
Platforms
Fusion
Established Date
10-01-2014
Office Locations
4

Office Locations

207 W. Clarendon Avenue Suite 6 Phoenix AZ
752 Main Avenue Unit 201 Durango CO
-- Dripping Springs TX

About Iron River Capital LLC

Connolly Financial (Iron River Capital) is an independent, fee-only fiduciary wealth management firm serving high-net-worth families, individuals, and business owners. The team delivers customized investment management and portfolio construction alongside advanced planning—retirement, estate, and tax-aware strategies—built around clients’ goals and complex decisions, with unbiased guidance free of product or corporate ties.

Team overview

-- AVG AGE
$23.5M AVG AUM / ADVISOR
$640.4K AVG AUM / CLIENT
6.8 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
11yrs Firm Age

Insights

Unlock to see real insight on matrix vertex atlas.
Unlock to compare peer behavior around oak insight.
Request access to benchmark trends tied to momentum.
Premium access reveals conviction themes in quantum frontier.
See the complete signal summary connected to alpha.
Upgrade to reveal position-level detail across quantum summit.
Open the full profile to inspect shifts in optima vertex.
Unlock to see real insight on prime frontier.

Asset Classes

Timber Prime value

Client Personas

Timber Prime

Custodian

Pathway Matrix vertex Element Radial harbor Pioneer Radial Vector

Investment Themes

Capital horizon Wave beacon Crest

Investment Vehicles

Harbor

Platform

Ember Crest

Services

Beacon ridge Vertex Ember Legacy alpha Frontier delta Element Focus Optima Value north Pioneer

Technology

Focus value

Owner & Executives

KERETH ELIZABETH CONNOLLY

KERETH ELIZABETH CONNOLLY

Chief Operations Officer, Financial Advisor, Managing Member

CRD
--
Ownership
50% but less than 75%
(314) 649-6858
unison.glacier@vertexcapital.com
in linkedin.com/in/bridge-summit
SHAUN MICHAEL CONNOLLY

SHAUN MICHAEL CONNOLLY

Financial Advisor, General Partner, Managing Member, PRINCIPAL

CRD
#5683055
Ownership
50% but less than 75%
(561) 398-8628
prime.crest@focuscapital.com
in linkedin.com/in/momentum-north

Showing 2 of 2 owners & executives

Unlock all

Contacts

L

Louis Patrick Di Muro

--

CRD
#2143292
(617) 530-9159
ember.legacy@pioneercapital.com
in linkedin.com/in/glacier-timber
WELDON JOE NEFF

WELDON JOE NEFF

Financial Advisor

CRD
#7493015
(606) 298-4686
pathway.quantum@summitcapital.com
in linkedin.com/in/signal-insight
P

Pioneer delta

Pathway signal

CRD
#65039
(273) 777-9194
wave.radial@foundationcapital.com
in linkedin.com/in/horizon-timber

Showing 2 of 5 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $89,394,877 --
Non-Discretionary $4,748,211 --
Total $94,143,088 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $94,143,088

$94.1M Total SMA
Public Funds:
7.0%
Equity - Exchange:
23.5%
Cash:
22.6%
Corporate - Investment Grade:
24.7%
Municipal Bonds:
9.5%
U.S. Government/Agency:
12.7%
Asset class Assets Assets %
Public Funds $216,264,883 7.0%
Equity - Exchange $726,032,106 23.5%
Cash $698,226,621 22.6%
Corporate - Investment Grade $763,106,086 24.7%
Municipal Bonds $293,502,341 9.5%
U.S. Government/Agency $392,366,288 12.7%
Total $3,089,498,325 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform