Ironwood Investment Counsel, Llc
- Regulatory AUM
- $1.8B
- Discretionary
- $1.8B
- Clients
- 554
- Avg AUM / client
- $3.2M
- Accounts
- 2,525
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Investments (13F portfolio — 263 positions, $694,150,757)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Apple | COM | $30,871,226 | 121,640 | 4.45% | 1.76% |
| 2 | Schwab Fundemental Us Small Company Etf | SCHWAB FDT US SC | $30,495,155 | 940,337 | 4.39% | 1.74% |
| 3 | Microsoft | COM | $30,347,262 | 81,981 | 4.37% | 1.73% |
| 4 | Alphabet Inc Class A | CAP STK CL A | $18,580,020 | 64,612 | 2.68% | 1.06% |
| 5 | Akre Focus Etf | AKRE FOCUS ETF | $18,430,926 | 348,740 | 2.66% | 1.05% |
| 6 | Johnson & Johnson | COM | $15,417,842 | 63,074 | 2.22% | 0.88% |
| 7 | Amazon.Com Inc. | COM | $15,152,680 | 72,754 | 2.18% | 0.86% |
| 8 | Schwab Fundamental Us Large Company Etf | SCHWAB FDT US LG | $14,523,756 | 521,499 | 2.09% | 0.83% |
| 9 | Berkshire Hathaway Inc Class B | CL B NEW | $12,049,865 | 25,145 | 1.74% | 0.69% |
| 10 | Charles Schwab Corp | COM | $11,897,728 | 126,598 | 1.71% | 0.68% |
| 11 | American Express | COM | $11,279,768 | 37,290 | 1.63% | 0.64% |
| 12 | Jp Morgan Ultra Short Income Etf | ULTRA SHRT INC | $11,249,728 | 222,282 | 1.62% | 0.64% |
| 13 | Lockheed Martin Corp | COM | $10,475,834 | 17,332 | 1.51% | 0.6% |
| 14 | Mastercard | COM | $9,535,065 | 19,083 | 1.37% | 0.54% |
| 15 | Accenture Plc | SH CL A | $9,228,513 | 46,540 | 1.33% | 0.53% |
| 16 | I Shares S&P 500 Index | S&P 500 Index | $8,715,448 | 13,342 | 1.26% | 0.5% |
| 17 | Sysco | COM | $8,551,400 | 119,885 | 1.23% | 0.49% |
| 18 | Jp Morgan Chase & Co | COM | $8,438,966 | 28,688 | 1.22% | 0.48% |
| 19 | Us Bancorp | COM | $8,049,465 | 154,767 | 1.16% | 0.46% |
| 20 | I Shares Russell 1000 Value Index | RUS 1000 VAL ETF | $7,609,344 | 35,612 | 1.1% | 0.43% |
| 21 | Pepsico Incorporated | COM | $7,591,531 | 48,886 | 1.09% | 0.43% |
| 22 | Medtronic | COM | $7,579,459 | 87,472 | 1.09% | 0.43% |
| 23 | Teradyne, Inc. | COM | $7,504,063 | 25,312 | 1.08% | 0.43% |
| 24 | Kla Corporation | COM NEW | $7,253,802 | 4,926 | 1.05% | 0.41% |
| 25 | Broadcom Ltd | COM | $7,187,374 | 23,221 | 1.04% | 0.41% |
Top 25 of 263 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 249 | $212M | 12.1% |
| High net worth individuals | 300 | $1.4B | 77.9% |
| Pension and profit sharing plans | Fewer than 5 clients | $28.0M | 1.59% |
| Charitable organizations | 5 | $30.0M | 1.7% |
| Other investment advisers | Fewer than 5 clients | $96.7M | 5.5% |
| Corporations and other businesses | Fewer than 5 clients | $21.3M | 1.21% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Schwabplan Retirement Savings And Investment Plan The Charles Schwab Corporation | 2024 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Jefferson Carter | Managing Partner/Chief Compliance Officer | CFP CFA | Jun 2005 (21y) | 75% or more |
| Bruce Conklin Williams | Registered representative | CFA | Mar 2003 (23y) | |
| Matthew Sean Kelly | Registered representative | CFP CFA | Jan 2013 (14y) | |
| Brian Nichols Jackson | Registered representative | CFP CFA | Mar 2017 (9y) | |
| Barrett A. Geist | Registered representative | CFP | Mar 2021 (5y) | |
| Michael Christopher Lossing | Registered representative | CFP | Feb 2022 (4y) | |
| Richard Gregory Antonio | Registered representative | CFA | Jun 2023 (3y) | |
| Giancarlo Jose Mateus | Registered representative | CFP | Jul 2024 (2y) | |
| Evan Patrick Sweeney | Registered representative | CFP | Sep 2024 (2y) | |
| John Robert Ellison | Registered representative | CFA | Nov 2024 (2y) | |
| Daniel Edward Mora | Registered representative | Nov 2025 (1y) | ||
| Roger Surindra Gokool | Registered representative | Apr 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Schwabplan Retirement Savings And Investment Plan | The Charles Schwab Corporation | 32,145 | $8.9B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 905 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
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. $1.3B (72% of AUM) Mar 2026
- National Financial Services (Fidelity) $402M (23% of AUM) Mar 2026
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: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗