Ironsides Asset Advisors, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $578M
- Clients
- 39
- Avg AUM / client
- $36.5M
- Accounts
- 872
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8 | $1.6M | 0.11% |
| High net worth individuals | 26 | $1.4B | 97.2% |
| Charitable organizations | 5 | $36.3M | 2.55% |
| Corporations and other businesses | Fewer than 5 clients | $2.4M | 0.17% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Emmett Wayne Gibson | Managing Member, Chief Compliance Officer | Nov 2009 (17y) | 50% – 75% | |
| Mark Ervin Roberts | Managing Member, Chief Investment Officer | CFA | Jan 2012 (15y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/12/2026 | 909 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $551M (39% of AUM) Feb 2026
- J.P. Morgan $81.4M (13% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 12, 2026.
View current Form ADV (SEC/IAPD) ↗