Ironshore Financial, Llc
- Regulatory AUM
- $1.4B
- Discretionary
- $169M
- Clients
- 24
- Avg AUM / client
- $59.9M
- Accounts
- 24
- Employees
- 1
AUM over time
Annual snapshots from Form ADV filings · as of Mar 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pension and profit sharing plans | 24 | $1.4B | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Leadwise 401(k) Plan Ceso, Inc. | 2024 | |
| Mka International, Inc. 401(k) Profit Sharing Plan Mka International, Inc. | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Edward Dean Speer | Managing Member / Cco | CFA | Feb 2018 (9y) | 75% or more |
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 (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Leadwise 401(k) Plan | Ceso, Inc. | 460 | $43.4M | 01/01/2024 |
| Mka International, Inc. 401(k) Profit Sharing Plan | Mka International, Inc. | 298 | $97.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/04/2026 | 939 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
- • Fixed fees
Services
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Tiaa Trust, N.A. $981M (68% of AUM) Mar 2026
- Teachers Insurance And Annuity Assoc Of America $556M (52% of AUM) Mar 2022
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: Mar 04, 2026.
View current Form ADV (SEC/IAPD) ↗