{"url":"https://nivawealth.com/firms/ironclad-investments-154872","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/154872","regulatoryAum":217885495,"crd":"154872","history":[{"filedOn":"2021-03-22","regulatoryAum":86267916,"clients":1,"employees":2,"offices":1},{"filedOn":"2022-03-21","regulatoryAum":98766731,"clients":1,"employees":2,"offices":1},{"filedOn":"2023-03-13","regulatoryAum":136024140,"clients":1,"employees":2,"offices":1},{"filedOn":"2024-03-27","regulatoryAum":158307169,"clients":1,"employees":2,"offices":1},{"filedOn":"2025-03-28","regulatoryAum":179246781,"clients":1,"employees":2,"offices":1},{"filedOn":"2026-03-30","regulatoryAum":217885495,"clients":1,"employees":2,"offices":1}],"secFileNumber":"801-71772","legalName":"Ironclad Investments LLC","displayName":"Ironclad Investments","slug":"ironclad-investments-154872","website":"https://ironcladfunds.com/","classification":{"segment":"registered_funds","segmentLabel":"Fund management","type":"fund_manager","typeLabel":"Mutual funds & ETFs","feeDisclosure":"payment_only"},"founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"190 Independence Lane, Suite 2d","city":"Maitland","state":"FL","stateName":"Florida","country":"United States","postalCode":"32751"},"tradeNames":[],"registration":{"secApproved":"31 August 2010","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":217885495,"discretionary":217885495,"discretionaryAccounts":1,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Investment companies","clients":1,"regulatoryAum":217885495}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[],"custodyNote":"Ironclad Investments does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Rodolfo Aguilera","title":"Chief Compliance Officer","crd":"5317561"},{"name":"Rodolfo Aguilera","title":"Chief Investment Officer / Managing Member","crd":"5317561"}],"ownership":[{"label":"Rodolfo Aguilera","detail":"Chief investment officer / managing member in the 75% or more ownership band and a control person, since June 2010. Also chief compliance officer in the 75% or more ownership band and a control person, since July 2017."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"190 Independence Lane, Suite 2d","city":"Maitland","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"407-982-1888","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for investment companies"],"financialPlanningClients":null,"assetMix":[],"privateFunds":0},"sources":{"adv1FilingDate":"30 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/154872/PDF/154872.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Ironclad Investments have?","answer":"Ironclad Investments has 1 client and manages $218 million for them, as of March 2026. They include 1 investment company.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ironclad Investments offer?","answer":"Ironclad Investments provides portfolio management for investment companies.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Ironclad Investments have?","answer":"Ironclad Investments has 0 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ironclad Investments?","answer":"Ironclad Investments’ direct owner is Rodolfo Aguilera (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ironclad Investments get paid?","answer":"Ironclad Investments is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Ironclad Investments?","answer":"Ironclad Investments’ main office is at 190 Independence Lane, Suite 2d, Maitland, FL 32751. Its phone number is 407-982-1888. Its website is ironcladfunds.com.","source":"Form ADV Part 1A, Item 1.F, filed 30 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/ironclad-investments-154872/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-08-14","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1824600/000182460026000004/0001824600-26-000004-index.html","totalValue":232954518,"positionCount":3,"top10Share":1,"top10":[{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":115058711,"shares":153639,"shareType":"SH","priorValue":101354676,"priorShares":155164},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":112814037,"shares":164258,"shareType":"SH","priorValue":98152368,"priorShares":164258},{"issuer":"SPDR S&P 500 ETF TR","titleOfClass":"TR UNIT","cusip":"78462F103","value":5081770,"shares":6805,"shareType":"SH","priorValue":4425564,"priorShares":6805}],"positionsListed":3,"positions":[{"issuer":"ISHARES TR","titleOfClass":"CORE S&P500 ETF","cusip":"464287200","value":115058711,"shares":153639,"shareType":"SH","priorValue":101354676,"priorShares":155164},{"issuer":"VANGUARD INDEX FDS","titleOfClass":"S&P 500 ETF SHS","cusip":"922908363","value":112814037,"shares":164258,"shareType":"SH","priorValue":98152368,"priorShares":164258},{"issuer":"SPDR S&P 500 ETF TR","titleOfClass":"TR UNIT","cusip":"78462F103","value":5081770,"shares":6805,"shareType":"SH","priorValue":4425564,"priorShares":6805}]},"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}