Joann Trevino
Iron Oak Capital Management · Carlsbad, New Mexico
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.
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Facts
| Firm | Iron Oak Capital Management |
|---|---|
| Based in | Carlsbad, New Mexico |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $13.0M across 73 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7476750 |
| Exams passed | Series 66 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.ironoakcapital.com |
How Joann's firm compares
- Iron Oak Capital Management's average account is about $178,000, from its Form ADV (assets managed divided by 73 accounts).
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Questions about Joann
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.
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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