# David Perkins

> David Perkins is a fee-only financial advisor at Ironvine Capital Partners in Omaha, Nebraska, who holds the CFA credential. Ironvine Capital Partners reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/david-perkins-4219110/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Ironvine Capital Partners
- **Based in:** Omaha, Nebraska
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $1.14B across 533 accounts
- **Credentials:** CFA
- **CRD:** 4219110 (https://adviserinfo.sec.gov/individual/summary/4219110)
- **SEC registration:** Investment adviser representative in NE, WA
- **Exams passed:** Series 63 (2005)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://ironvinecapital.com/

## Frequently asked questions

### Is David Perkins a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Ironvine Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, Ironvine Capital Partners, reports charging a percentage of assets on its SEC Form ADV.

### Where is David Perkins based?

David Perkins is based in Omaha, Nebraska.

### What credentials does David Perkins hold?

David Perkins holds the CFA credential.

### Is David Perkins registered with the SEC?

Yes. David Perkins is registered as an investment adviser representative in NE and WA (CRD 4219110), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ironvine Capital Partners manage?

Ironvine Capital Partners reports $1.14B across 533 accounts in assets under management.

### How do I contact David Perkins?

Through David's website, ironvinecapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4219110): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.