David Ragland
IRC Wealth · Atlanta, Georgia
David Ragland is a fee-only financial advisor at IRC Wealth in Atlanta, Georgia. IRC Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | IRC Wealth |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $666.7M across 1,076 accounts |
| SEC registration | Investment adviser representative in GA, TX · CRD 4676215 |
| Exams passed | Series 65 (2015) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.ircwealth.com |
| Profile |
How David's firm compares
- IRC Wealth's average account is about $620,000, from its Form ADV (assets managed divided by 1,076 accounts).
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Questions about David
Is David Ragland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and IRC Wealth 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, IRC Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Ragland based?
David Ragland is based in Atlanta, Georgia.
Is David Ragland registered with the SEC?
Yes. David Ragland is registered as an investment adviser representative in GA and TX (CRD 4676215), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does IRC Wealth manage?
IRC Wealth reports $666.7M across 1,076 accounts in assets under management.
How do I contact David Ragland?
Through David's website, www.ircwealth.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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