# Joann Trevino

> Joann Trevino is a fee-only financial advisor at Iron Oak Capital Management in Carlsbad, New Mexico. Iron Oak Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Iron Oak Capital Management
- **Based in:** Carlsbad, New Mexico
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $13.0M across 73 accounts
- **CRD:** 7476750 (https://adviserinfo.sec.gov/individual/summary/7476750)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2022)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.ironoakcapital.com

## Frequently asked questions

### Is Joann Trevino a fee-only financial advisor?

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

### How does Joann charge for financial advice?

Joann's firm, Iron Oak Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Joann Trevino based?

Joann Trevino is based in Carlsbad, New Mexico.

### Is Joann Trevino registered with the SEC?

Yes. Joann Trevino is registered as an investment adviser representative in TX (CRD 7476750), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Iron Oak Capital Management manage?

Iron Oak Capital Management reports $13.0M across 73 accounts in assets under management.

### How do I contact Joann Trevino?

Through Joann's website, www.ironoakcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7476750): 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

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