David Perkins
Ironvine Capital Partners · Omaha, Nebraska
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.
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Facts
| Firm | Ironvine Capital Partners |
|---|---|
| Based in | Omaha, Nebraska |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.14B across 533 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NE, WA · CRD 4219110 |
| Exams passed | Series 63 (2005) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | ironvinecapital.com |
| Profile |
How David's firm compares
- Ironvine Capital Partners's average account is about $2.1 million, from its Form ADV (assets managed divided by 533 accounts).
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Questions about David
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.
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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