AdvisorRanked
88
Top Rated

INVESTMENT RESEARCH CORP

1636 NORTH LOGAN STREET, DENVER, CO 80203
Fiduciaryfee-onlySEC Registered
303-626-0634 HTTP://WWW.INVRESEARCH.COM CRD #108208

About INVESTMENT RESEARCH CORP

INVESTMENT RESEARCH CORP holds a Trust Score of 88/100 — placing them in the Top Rated tier based on verified credentials, clean regulatory history, and established track record. As a registered fiduciary, they are legally required to put your interests first — this is the gold standard for financial advice.

In 54 years of operation, INVESTMENT RESEARCH CORP has zero complaints or disciplinary actions — a spotless regulatory record. Their fee-only fee model is standard for the industry.

No major structural conflicts identified based on their SEC filings — they don't appear to have proprietary product incentives, and any custody arrangement reported on their Form ADV is generally the standard regulatory-custody category that applies to fee-only advisers. Bottom line: We recommend interviewing at least 2-3 other advisors in DENVER before committing to INVESTMENT RESEARCH CORP. Their risk profile suggests extra caution.

Questions to Ask Before Hiring INVESTMENT RESEARCH CORP

1.

“What is your all-in fee, including fund expenses?”

Their disclosed model is fee-only. Ask for the total cost including underlying fund fees, trading costs, and any platform charges.

2.

“Are you a fiduciary at all times — not just sometimes?”

INVESTMENT RESEARCH CORP is registered as a fiduciary, but confirm this applies to ALL recommendations — some firms switch hats when selling insurance or annuities.

3.

“How are you compensated when you recommend a specific product?”

No commissions disclosed — but always confirm in writing that no third-party compensation applies to any recommendation.

4.

“Can I see your Form ADV Part 2A brochure before our next meeting?”

This is the legal disclosure document that details fees, conflicts, and disciplinary history. Every SEC-registered advisor must provide it. Read it before signing anything.

$76M
Assets Managed
16
Clients
21
Employees
54
Years Active
since 1972

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46111. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody per Form ADV Item 9: No

Form ADV Item 9 does not report custody. Client assets are held at an independent qualified custodian and the adviser doesn't have withdrawal or fee-deduction authority beyond what triggers the SEC's custody rule.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 54 years.

Firm Details

Legal NameINVESTMENT RESEARCH CORP
CRD Number#108208
SEC RegisteredYes
Registration Date1972-04-26
States RegisteredCO
Assets Under Management$76M
Number of Clients16
Employees21
Compensation Typefee-only
Last ADV Filing46111

Other Advisors in DENVER

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Frequently Asked Questions

Is INVESTMENT RESEARCH CORP a fiduciary?

Yes. INVESTMENT RESEARCH CORP is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does INVESTMENT RESEARCH CORP charge clients?

INVESTMENT RESEARCH CORP uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does INVESTMENT RESEARCH CORP have any complaints?

No. INVESTMENT RESEARCH CORP has zero complaints or disciplinary actions on file with the SEC or FINRA across 54 years of operation.

How does INVESTMENT RESEARCH CORP compare to other advisors in DENVER?

INVESTMENT RESEARCH CORP has a Trust Score of 88/100. There are 148 registered advisory firms in DENVER. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46111. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.