I
CRD: 161683
Ironsides Asset Advisors, LLC
Rocky Mount, NC, 27804
2524437041
$1.4B Total AUM
$578.1M Disc. AUM
25.0% 3Y CAGR
3 Employees
39 ADV. Clients
14 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-09-2012
- Office Locations
- 1
Office Locations
511 Tarrytown Center Rocky Mount NC
About Ironsides Asset Advisors, LLC
Ironsides Asset Advisors, LLC is a Rocky Mount-based RIA. The firm has been operating for 14 years. Managing $1.4B in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
62 AVG AGE
$474.6M AVG AUM / ADVISOR
$36.5M AVG AUM / CLIENT
14.1 yrs AVG TENURE
3 Employees
3 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Horizon pathway Ember momentum Ridge radial Bridge pathway Beacon wave North
Investment Themes
Glacier matrix Insight signal
Investment Vehicles
Pioneer Focus north
Services
Catalyst Glacier Vital Zenith atlas Foundation
Owner & Executives
E
EMMETT WAYNE GIBSON
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #6029583
- Ownership
- 50% but less than 75%
(945) 265-1239
quantum.eagle@zenithcapital.com
in linkedin.com/in/beacon-north
M
MARK ERVIN ROBERTS
Chief Investment Officer, Managing Member
- CRD
- #2229420
- Ownership
- 50% but less than 75%
(239) 935-8289
element.fusion@vectorcapital.com
in linkedin.com/in/ridge-pioneer
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $578,066,923 | $2,439,101 |
| Non-Discretionary | $845,809,529 | $1,331,984 |
| Total | $1,423,876,452 | $1,632,886 |
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Separately Managed Accounts
Total SMA Asset: $1,423,876,452
Other:
7.4% Public Funds:
15.8% Equity - Exchange:
11.7% Cash:
6.8% Corporate - Investment Grade:
16.7% Municipal Bonds:
26.2% U.S. Government/Agency:
15.4% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $36,922,285 | 7.4% |
| Public Funds | $78,834,069 | 15.8% |
| Equity - Exchange | $58,377,127 | 11.7% |
| Cash | $33,928,587 | 6.8% |
| Corporate - Investment Grade | $83,324,617 | 16.7% |
| Municipal Bonds | $130,724,848 | 26.2% |
| U.S. Government/Agency | $76,838,270 | 15.4% |
| Total | $498,949,803 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON MATRIX | CAPITAL MERIDIAN | C5CN9ZU69 | VIU | 8.77% | $7,133,900 |
| CREST OPTIMA LEGACY | HORIZON VECTOR | TGCVVDXEN | SDBS | 4.74% | $47,893,070 |
| OAK ATLAS | CAPITAL FUSION | YH3U4YHKG | SZK | 8.35% | $108,974,006 |
| VERTEX HORIZON | TIMBER GLACIER | K2K3PG2QW | QJJHB | 1.83% | $37,343,138 |
| EMBER CAPITAL PRIME | VERTEX VALUE | SX2NZMREJ | SARTD | 2.68% | $118,742,830 |
| GLACIER FOUNDATION PEAK | CREST ATLAS | S2G1ICFRV | YZLF | 9.98% | $112,977,873 |
| FOUNDATION ZENITH | FRONTIER PATHWAY | 7O9JIPXEB | RRN | 4.25% | $34,294,857 |
| RIDGE VALUE CATALYST | DELTA VITAL | BZLHV9QUK | YDKVB | 2.00% | $42,901,682 |