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IRONVINE CAPITAL PARTNERS, LLC

OMAHA, NE · CRD 168892 · IAPD ↗ · ironvinecapital.com · 402-916-1705

$1.14BRegulatory AUM
5Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — IRONVINE CAPITAL PARTNERS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2025 — IRONVINE CAPITAL PARTNERS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
80
March 2025 — IRONVINE CAPITAL PARTNERS, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
85
March 2025 — IRONVINE CAPITAL PARTNERS, LLC crossed $1B in regulatory AUM ($942.6M -> $1.10B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.