Benjamin Roberts
Ironsides Asset Advisors · Rocky Mount, North Carolina
Benjamin Roberts is a fee-only financial advisor at Ironsides Asset Advisors in Rocky Mount, North Carolina. Ironsides Asset Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Ironsides Asset Advisors |
|---|---|
| Based in | Rocky Mount, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.42B across 872 accounts |
| SEC registration | Investment adviser representative in NC · CRD 8321159 |
| Exams passed | Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Profile |
How Benjamin's firm compares
- Ironsides Asset Advisors's average account is about $1.6 million, from its Form ADV (assets managed divided by 872 accounts).
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Questions about Benjamin
Is Benjamin Roberts a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Benjamin holds no broker registration, and Ironsides Asset Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Benjamin charge for financial advice?
Benjamin's firm, Ironsides Asset Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Benjamin Roberts based?
Benjamin Roberts is based in Rocky Mount, North Carolina.
Is Benjamin Roberts registered with the SEC?
Yes. Benjamin Roberts is registered as an investment adviser representative in NC (CRD 8321159), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ironsides Asset Advisors manage?
Ironsides Asset Advisors reports $1.42B across 872 accounts in assets under management.
How do I contact Benjamin Roberts?
Contact details aren't on file yet. Search for Ironsides Asset Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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