Ior

1 registered advisors · 0 reported ETFs · $0 reported ETF value · $126.5M regulatory AUM

Ior is an investment adviser that files Form ADV with the SEC in Clayton, MO, with 1 registered advisors, reporting $126.5M in regulatory assets under management. Its 13F filings report 0 ETF positions worth $0.

Last updated 2026-02-06 (latest Form ADV filing)

Scale

How this firm compares

Ratios computed from the firm's own Form ADV filing. Each caption ranks the firm against every other firm that reported the same figures.

  • Regulatory AUM$126.5MLowTop 87%
  • Clients per advisor0LowTop 100.0%

What the firm filed with the SEC

Form ADV facts as filed, most recently 2026-02-06. Figures are the firm's own reported numbers.

Identity

Registration

Item 1 and registration status.

Registration type
Registered
SEC registration status
APPROVED
Registered since
2024-03-05
SEC file number
801-129634
Form version
10/2021
Latest Form ADV filing
2026-02-06
Address
8301 Maryland Ave, Suite 300, Clayton, MO 63105, United States
Phone
833-467-7658 EXT. 1
Website
https://investmentofficeresources.com

Size

People and clients

Items 5.A through 5.D.

Employees
11
Registered advisors
1
Offices
1
Clients
0
Clients per advisor
0

Assets

Assets under management

Item 5.F and custody.

Regulatory AUM
$126,500,157
Discretionary AUM
$126,500,157
Non-discretionary AUM
$0
Total accounts
4

Clients

Who the firm serves

Item 5.D, by reported assets.

  • Charitable organizations0 clients
    $126.5M

Practice

How the firm operates

Items 4 through 9.

Services
Portfolio Management: Businesses or Institutional Clients; Other Advisory Service
Fee types
Compensation: Percentage of Assets Under Management; Compensation: Performance-Based Fees
Affiliations
Related Person Is: Other Investment Adviser (Incl. Financial

Source: SEC Form ADV filed by CRD 311647. View the official SEC IAPD record

Reported ETF investments

Reported 13F ETF positions, largest first
FundReported valueShare of reported ETF valueFund research

Registered advisors

Offices

Offices on the Form ADV filing
AddressCityStateAdvisors
8301 Maryland AveClaytonMO1

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.