# INVESTMENT RESEARCH & ADVISORY GROUP, INC.

INVESTMENT RESEARCH & ADVISORY GROUP, INC. of ATLANTA, GA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 126246
- Type: SEC-registered investment adviser
- SEC file number: 801-70558
- Location: 1230 PEACHTREE STREET NE, SUITE 3800, ATLANTA, GA, 30309
- Phone: 404-760-3730
- Latest filing: 2026-03-11
- Regulatory AUM: $15.4B
- Discretionary AUM: $1.1B
- Non-discretionary AUM: $14.4B
- Clients: 19
- Accounts: 691

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Douglas Brian Leeson | PRINCIPAL | — |
| Judith Ann Jolley | CHIEF COMPLIANCE OFFICER | — |
| LEESON DOUGLAS BRIAN | PRINCIPAL; PRINCIPAL / CHIEF COMPLIANCE OFFICER | — |
| SMITH JILL RENEE | CHIEF COMPLIANCE OFFICER | — |
| DAVIS FAITH RENEE | CHIEF COMPLIANCE OFFICER | — |
| JOLLEY JUDITH ANN | CHIEF COMPLIANCE OFFICER | — |
| Lauren Victoria Norma Monce | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (2)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2020-07-01 | regulatory | FIRM SELF-REPORTED A REGISTRATION ISSUE INVOLVING THREE ADVISORS THAT OCCURRED UPON TRANSITION FROM DUAL-REGISTERED TO SINGLE-REGISTERED FIRM. THE ADVISORS WERE MISTAKENLY CODED AS "TERMINATED". THIS WAS AN ADMINISTRATIVE ERROR THAT THE FIRM CAUGHT MARCH 2020 AND REPORTED TO STATE OF GEORGIA ON THE… | Final | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/126246/brochure
- Similar advisers: https://search.stillhousedata.com/firm/126246/similar
- Related entities: https://search.stillhousedata.com/firm/126246/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/126246

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.