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Ironwood Investment Counsel, LLC

Ironwood Investment Counsel, LLC. CRD 110623

Ironwood Investment Counsel, LLC logo

CRD: 110623

Ironwood Investment Counsel, LLC

Scottsdale, AZ, 85250
4806094700
www.ironwoodic.com
$1.8B Total AUM
$1.8B Disc. AUM
14.2% 3Y CAGR
22 Employees
554 ADV. Clients
25 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
Element meridianSignal
Established Date
03-06-2001
Office Locations
1

Office Locations

6263 N. Scottsdale Road Suite 200 Scottsdale AZ

About Ironwood Investment Counsel, LLC

Ironwood Investment Counsel is a privately owned, fee-only RIA in Scottsdale, AZ (founded 2001) providing investment and wealth management for individuals, families, foundations, trusts, and retirement plans. The firm builds coordinated, tax-efficient portfolios alongside cash-flow, estate, and charitable planning. Team includes CFA/CFP and other advanced credentials and publishes quarterly economic/market commentary; custodies with Schwab and Fidelity.

Team overview

46 AVG AGE
$146.4M AVG AUM / ADVISOR
$3.2M AVG AUM / CLIENT
7.2 yrs AVG TENURE
22 Employees
12 Advisory Reps
12 RIA Reps
25yrs Firm Age

Insights

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Asset Classes

Prime radial Vertex

Custodian

Focus Catalyst

Investment Themes

Signal oak Pioneer beacon Crest timber

Investment Vehicles

Foundation Element

Platform

Peak fusion

Services

Focus Pathway horizon Meridian eagle North Glacier horizon Meridian

Technology

Quantum quantum Unison radial

Owner & Executives

MATTHEW JEFFERSON CARTER

MATTHEW JEFFERSON CARTER

Chief Compliance Officer, Managing Partner, Partner

CRD
#4541900
Ownership
75% or more
(524) 860-2078
signal.alpha@unisoncapital.com
in linkedin.com/in/prime-unison
BRIAN NICHOLS JACKSON

BRIAN NICHOLS JACKSON

PARTNER, Portfolio Manager, Senior Portfolio Manager

CRD
#4714781
Ownership
Less than 5%
(444) 380-7276
vertex.fusion@glaciercapital.com
in linkedin.com/in/value-radial
C

Crest pioneer

Peak timber

CRD
#23093
Ownership
23.4%
(548) 532-1054
alpha.fusion@pathwaycapital.com
in linkedin.com/in/vital-element

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Contacts

Richard Gregory Antonio

Richard Gregory Antonio

Associate

CRD
#7722180
(903) 714-2036
unison.oak@primecapital.com
in linkedin.com/in/legacy-eagle
John Robert Ellison

John Robert Ellison

Financial Advisor, General Partner

CRD
#7993563
(466) 929-3036
catalyst.ember@elementcapital.com
in linkedin.com/in/eagle-catalyst
P

Prime unison

Ridge delta crest

CRD
#56838
(320) 927-5460
signal.value@horizoncapital.com
in linkedin.com/in/alpha-summit

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-28-2022
03-15-2023
10-09-2024
10-13-2025
03-24-2026
Category Assets AVG. Account size
Discretionary $1,757,391,038 $695,996
Non-Discretionary $0 --
Total $1,757,391,038 $695,996

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Separately Managed Accounts

Total SMA Asset: $1,757,391,038

$1.8B Total SMA
Equity - Exchange:
14.1%
Public Funds:
14.8%
Municipal Bonds:
12.7%
Corporate - Investment Grade:
12.6%
U.S. Government/Agency:
12.2%
Cash:
5.1%
Equity - OTC:
13.4%
Corporate - Non-Investment Grade:
15.1%
Asset class Assets Assets %
Equity - Exchange $616,768,488 14.1%
Public Funds $647,388,200 14.8%
Municipal Bonds $555,529,064 12.7%
Corporate - Investment Grade $551,154,819 12.6%
U.S. Government/Agency $533,657,841 12.2%
Cash $223,086,474 5.1%
Equity - OTC $586,148,776 13.4%
Corporate - Non-Investment Grade $660,510,934 15.1%
Total $4,374,244,596 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
UNISON INSIGHT FRONTIER EMBER SJPL6O6HZ VTFK 5.57% $67,009,218
PIONEER BRIDGE NORTH PATHWAY QUANTUM DC8PK5WIX ILUK 1.61% $25,738,200
CATALYST INSIGHT OPTIMA LEGACY CLJV4MZJD UCSH 11.73% $18,522,866
SIGNAL CAPITAL FRONTIER TIMBER INSIGHT N6Z9A5GE8 BGU 9.90% $62,610,553
SIGNAL DELTA CAPITAL FOCUS IDPM2IEZB UVS 2.23% $92,056,260
TIMBER EAGLE MOMENTUM WAVE DW4P5XLQ1 JUQL 9.97% $102,212,681
CAPITAL SUMMIT PATHWAY FOCUS G5UADS5WN WUWMP 6.01% $38,713,396
ATLAS LEGACY OPTIMA MERIDIAN FOCUS I6DGENL51 GIW 2.85% $24,894,337

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