Ironvine Capital Partners, Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 170
- Avg AUM / client
- $6.7M
- Accounts
- 533
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 67 | $26.0M | 2.27% |
| High net worth individuals | 61 | $206M | 18.0% |
| Pension and profit sharing plans | 24 | $75.5M | 6.6% |
| Charitable organizations | 4 | $444M | 38.8% |
| Insurance companies | 1 | $2.5M | 0.22% |
| Corporations and other businesses | 13 | $390M | 34.1% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Matthew Wayne Barnes | Member | CFA | Aug 2013 (13y) | 25% – 50% |
| Ryan Paul Mendlik | Member, Chief Compliance Officer | Dec 2013 (13y) | 25% – 50% | |
| David Allen Perkins | Member | CFA | Jan 2019 (8y) | 25% – 50% |
| Eric T Ruden | Registered representative | CFA | Sep 2023 (3y) | |
| Finn Lucas | Registered representative | Feb 2025 (1y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/13/2026 | 901 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
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $1.1B (100% of AUM) May 2026
- Northern Trust $26.1M (8% of AUM) Feb 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: May 13, 2026.
View current Form ADV (SEC/IAPD) ↗