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IRONSIDES ASSET ADVISORS, LLC

C26
CRD 161683·SEC 801-77838·ROCKY MOUNT, NC
AUM
$1.42B
$1B+
Est. Revenue
$14.2M
@ 1% on AUM
Est. EBITDA
$4.3M
@ 30% margin
Est. Deal Value
$34.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
IRONSIDES ASSET ADVISORS, LLC
CRD
161683
SEC file #
801-77838
EIN
271582811
DBA names
—

Economics

AUM
$1.42B
AUM band
$1B+
AUM trajectory
'20'26
$583.4M → $1.42B▲ +144%
Client mix
Individuals High Net Worth26
Individuals Other8
Charitable Organizations5

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
2 advisors → 3 advisors▲ +50%
Primary office
ROCKY MOUNT NC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/12/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GIBSON, EMMETT, WAYNE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GIBSON, EMMETT, WAYNE
ROBERTS, MARK, ERVIN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001615135
Edgar Registered
Yes
Edgar Filing Count
53
Edgar First Filing Date
2014-08-05
Edgar Last Filing Date
2026-05-11
Edgar 13f Count
53
Edgar 13f Latest AUM Estimate
Filing Date2026-05-11
Accession0001615135-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
511 TARRYTOWN CENTERROCKY MOUNT, NC 27804
Business
511 TARRYTOWN CENTERROCKY MOUNT, NC 27804
Edgar EIN
271582811
Edgar Recent Filings
13F-HR2026-05-11 · 0001615135-26-000002
13F-HR2026-02-12 · 0001615135-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6029583
Trust Company Affiliate
No

People (2)

2
GIBSON, EMMETT, WAYNE
IAR · Direct Owner · 62.5%
6029583
ROBERTS, MARK, ERVIN
IAR · Direct Owner · 62.5%
2229420