Iron Capital Advisors Inc.

Iron Capital Advisors, Inc. is an investment advisory firm based in Atlanta, Georgia, established in 2003. The firm offers Private Client Portfolio Management Services, Defined Contribution Plan Services, and Retirement Plan Advisory Services. Iron Capital manages over $5 billion on a discretionary basis. Clients receive individualized investment advice based on their financial circumstances and goals. The firm's investment strategies include fixed income, global equity, income-producing, and concentrated long-term equity opportunities. Iron Capital charges a 1.00% annual fee based on assets under management for private client portfolios, with fees payable quarterly. For defined contribution plans, fees range from 0.25% to negotiable based on the market value of the plan's total portfolio. The firm does not have performance-based fees and does not engage in side-by-side management. Iron Capital uses Schwab and TD Ameritrade as custodians and may aggregate trades for efficiency. The firm has a Code of Ethics, participates in the institutional advisor program, and provides voting guidelines for client securities. Iron Capital does not have any disciplinary events to report.