Investment Office Resources provides portfolio management for institutions.
Investment Office Resources lists charitable organizations as clients. Of its assets, 100.0% ($127M across 4 accounts) are managed with discretion. It advised 10 clients without assets under management last fiscal year.
Share breakdown unavailable
| Client type | Clients | Assets |
|---|---|---|
| Charitable organizations | Fewer than 5 | 100% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client shares are unavailable because no positive client counts were reported.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Charitable organizations | Fewer than 5 | $127M | 100.0% | — |
| Total | Not reported | $127M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $127M
- AUM share
- 100.0%
- Avg. per client
- —
Total
- Clients
- Not reported
- Regulatory AUM
- $127M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 10
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Investment Office Resources is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Anthony Waskiewicz owns 50% to 75% of Investment Office Resources. It has 11 employees, 1 of them in advisory roles.
Staff
- 11 employees
- 1 in advisory functions
- 1 state-registered rep
- Owns 50% to 75% of Investment Office Resources, LLC
Anthony Waskiewicz
Control person · since November 2020
- Owns 25% to 50% of Investment Office Resources, LLC
James Kelly
since January 2024
Investment Office Resources’ regulatory assets grew from $107M (February 2024) to $127M (February 2026); employees rose from 7 to 11.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $127M | 0 | 11 | 1 |
| Jul 2025July 2025 | $113M | 0 | 11 | 1 |
| Feb 2024February 2024 | $107M | 0 | 7 | 1 |
Besides its headquarters, Investment Office Resources has 0 offices, with 1 listed address in 1 state.
Missouri · 1 listed address
- 8301 Maryland Ave, Suite 300, ClaytonHQ
Contact and registration details
- Legal name
- Investment Office Resources, LLC
- Headquarters
- 8301 Maryland Ave, Suite 300, Clayton, MO 63105
- Phone
- 83346776581
- SEC file
- 801-129634
- Structure
- Missouri LLC
- Fiscal year end
- December
Investment Office Resources’ named custodian for separately managed accounts is US Bank ($127M). Investment Office Resources does not have custody of client assets.
- US BankUS Bank · Minneapolis, MN · $127M100%
At year end, Investment Office Resources’ separately managed accounts were mostly in funds (83%) and bonds (13%).
What the accounts hold
- Funds83%
- Registered funds74%
- Pooled vehicles9%
- Bonds13%
- U.S. government and agency bonds5%
- Investment grade corporate bonds5%
- High-yield corporate bonds3%
- Cash4%
What services does Investment Office Resources offer?
Investment Office Resources provides portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Investment Office Resources use?
Investment Office Resources’ separately managed account assets are held at US Bank (Minneapolis, MN), with $127M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 6 February 2026
How many financial advisors does Investment Office Resources have?
Investment Office Resources has 1 investment adviser representative registered with state securities authorities, out of 11 employees, and 1 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Investment Office Resources invest in?
At the end of its last fiscal year, Investment Office Resources’ separately managed accounts held 74% registered funds (mutual funds, ETFs, BDCs), 9% pooled vehicles (private funds and similar), 5% U.S. government and agency bonds, 5% investment grade corporate bonds, 4% cash and equivalents and 3% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Investment Office Resources?
Investment Office Resources’ direct owners are Anthony Waskiewicz (50% to 75%) and James Kelly (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 6 February 2026
How does Investment Office Resources get paid?
Investment Office Resources is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Investment Office Resources?
Investment Office Resources’ main office is at 8301 Maryland Ave, Suite 300, Clayton, MO 63105. Its phone number is 83346776581. Its website is investmentofficeresources.com.