Ip Financial Advisory Services LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated April 29, 2026, reports $481M in regulatory assets under management, 112 employees, 28 offices, and 2,686 accounts.
Assets Under Management
$481M
Employees
112
Offices
28 offices
Total Clients
2,001
Primary office
CHARLOTTE, NC
5950 FAIRVIEW ROAD, SUITE 140, CHARLOTTE, NC, United States
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
2,001
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$481Mas of April 29, 2026
Discretionary53.7%
$259M
54% of total RAUM53.7%
Non-discretionary46.3%
$223M
46% of total RAUM46.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$481M
Total Accounts2,686
10Y AUM Change+$323M (+203.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees112
Clients per Employee18:1
10Y Employee Change+53 (+89.8%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.