INVESTMENT RESEARCH CORP

CRD

108208

SEC file #

801-8599

EIN

270673362

DBA names

—

Economics

AUM

$76.3M

AUM band

$25M-$100M

AUM trajectory

'20 · $35.2M

'21 · $42.1M

'22 · $42.1M

'23 · $52.7M

'25 · $63.4M

'26 · $76.3M

'20'26

$35.2M → $76.3M▲ +117%

sec adv history

Client mix

Individuals Other	159
Individuals High Net Worth	4
Pension Profit Sharing Plans	2
Investment Companies	1

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 14 advisors

'21 · 10 advisors

'22 · 14 advisors

'23 · 14 advisors

'25 · 14 advisors

'26 · 16 advisors

'20'26

14 advisors → 16 advisors▲ +14%

sec adv history

Primary office

DENVER CO

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — businesses

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/30/2026

ADV-W filed at

—

Website

invresearch.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

TAGGART, TIMOTHY, EUGENE

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

TAGGART, TIMOTHY, EUGENE

BLUM, PATRICIA, ANN

Solo Advisor Indicator

Succession Risk Solo Owner

Yes

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

INVRESEARCH.COM

Rdap Domain Creation Date

2008-11-06T22:27:08Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

Tucows Domains Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

50,540

Form 5500 Compensation Trajectory 3y

2025

50,540

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

50,540

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001593387

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2015-03-13

Edgar Last Filing Date

2026-05-13

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-13

Accession0001593387-26-000004

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade

adv brochure

Edgar Addresses

Mailing

444 N. MICHIGAN AVE, STE 3150CHICAGO, IL 60611

Business

444 N. MICHIGAN AVE, STE 3150CHICAGO, IL 60611

Edgar EIN

270673362

Edgar Recent Filings

13F-HR2026-05-13 · 0001593387-26-000004

13F-HR2026-02-17 · 0001593387-26-000002

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2026-11-06T22:27:08Z

Rdap Domain Last Changed

2025-10-23T10:28:11Z

Rdap Nameservers

Ns1.ipower.comNs2.ipower.com

Rdap Secure Dns Enabled

Rdap Status

Client Transfer ProhibitedClient Update Prohibited

Top Owner CRD

1075525

Trust Company Affiliate