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- Custodian
- First Clearing · Interactive Brokers · Trade-PMR
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-01-2014
- Office Locations
- 4
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 95.0% is discretionary and 5.0% is non-discretionary.
The firm reports 4 advisory representatives and 147 clients, or 36.8 clients per representative. That equates to $640.4K in reported AUM per client.
The profile lists 4 reported office locations and 11 years in operation. The source data was last updated on July 2, 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
- Platform
- Services
- Technology
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The full Iron River Capital LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
KERETH ELIZABETH CONNOLLY
Chief Operations Officer, Financial Advisor, Managing Member
- CRD
- --
- Ownership
- 50% but less than 75%
SHAUN MICHAEL CONNOLLY
Financial Advisor, General Partner, Managing Member, PRINCIPAL
- CRD
- #5683055
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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Louis Patrick Di Muro
--
- CRD
- #2143292
WELDON JOE NEFF
Financial Advisor
- CRD
- #7493015
Showing 2 of 5 contacts
Unlock allAssets Under Management
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
SMA allocation detail is available
Iron River Capital LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.