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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

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Firm Details

Custodian
First Clearing · Interactive Brokers · Trade-PMR
Clients
Retail and Institutional
Platforms
--
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

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Asset Classes

Timber Prime value

Investment Themes

Capital horizon Wave beacon

Investment Vehicles

Harbor

Platform

Ember

Services

Beacon ridge Vertex Ember Legacy alpha Frontier delta Element Focus Optima

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

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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

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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 --

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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%

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