IP FINANCIAL ADVISORY SERVICES LLC
CRD #305772 SEC #801-117481 CHARLOTTE, NC 980-326-3335
SEC Registered
Total AUM
$456.1M
Discretionary
$281.9M
Employees
112
Clients
11
Accounts
2,887
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $456.1M | $281.9M | $174.2M | 112 | 0 |
| Dec 2025 | $456.1M | $281.9M | $174.2M | 112 | 0 |
| Dec 2025 | $456.1M | $281.9M | $174.2M | 112 | 0 |
| Nov 2025 | $456.1M | $281.9M | $174.2M | 112 | 0 |
| Nov 2025 | $456.1M | $281.9M | $174.2M | 112 | 0 |
| Oct 2025 | $456.1M | $281.9M | $174.2M | 112 | 0 |
| Oct 2025 | $456.1M | $281.9M | $174.2M | 112 | 0 |
| Oct 2025 | $456.1M | $281.9M | $174.2M | 112 | 0 |
| Oct 2025 | $456.1M | $281.9M | $174.2M | 112 | 0 |
| Sep 2025 | $456.1M | $281.9M | $174.2M | 112 | 0 |
| Jun 2025 | $456.1M | $281.9M | $174.2M | 112 | 0 |
| Jun 2025 | $456.1M | $281.9M | $174.2M | 112 | 0 |
| Mar 2025 | $456.1M | $281.9M | $174.2M | 112 | 0 |
| Mar 2025 | $456.1M | $281.9M | $174.2M | 112 | 0 |
| Mar 2025 | $297M | $191.6M | $105.4M | 92 | 0 |
| Mar 2025 | $297M | $191.6M | $105.4M | 92 | 0 |
| Mar 2025 | $297M | $191.6M | $105.4M | 92 | 0 |
| Feb 2025 | $297M | $191.6M | $105.4M | 92 | 0 |
| Feb 2025 | $297M | $191.6M | $105.4M | 92 | 0 |
| Feb 2025 | $297M | $191.6M | $105.4M | 92 | 0 |
| Feb 2025 | $297M | $191.6M | $105.4M | 92 | 0 |
| Jan 2025 | $297M | $191.6M | $105.4M | 92 | 0 |
| Dec 2024 | $297M | $191.6M | $105.4M | 92 | 0 |
| Oct 2024 | $297M | $191.6M | $105.4M | 92 | 0 |
| Oct 2024 | $297M | $191.6M | $105.4M | 92 | 0 |
| Sep 2024 | $297M | $191.6M | $105.4M | 92 | 0 |
| Jun 2024 | $297M | $191.6M | $105.4M | 92 | 0 |
| May 2024 | $297M | $191.6M | $105.4M | 92 | 0 |
| May 2024 | $297M | $191.6M | $105.4M | 92 | 0 |
| Apr 2024 | $297M | $191.6M | $105.4M | 92 | 0 |
| Apr 2024 | $297M | $191.6M | $105.4M | 92 | 0 |
| Apr 2024 | $297M | $191.6M | $105.4M | 92 | 0 |
| Apr 2024 | $297M | $191.6M | $105.4M | 92 | 0 |
| Mar 2024 | $250.5M | $186.2M | $64.3M | 92 | 0 |
| Mar 2024 | $250.5M | $186.2M | $64.3M | 92 | 0 |
| Mar 2024 | $250.5M | $186.2M | $64.3M | 92 | 0 |
| Mar 2024 | $250.5M | $186.2M | $64.3M | 92 | 0 |
| Feb 2024 | $250.5M | $186.2M | $64.3M | 92 | 0 |
| Dec 2023 | $250.5M | $186.2M | $64.3M | 92 | 0 |
| Nov 2023 | $250.5M | $186.2M | $64.3M | 92 | 0 |
| Nov 2023 | $250.5M | $186.2M | $64.3M | 92 | 0 |
| Aug 2023 | $250.5M | $186.2M | $64.3M | 92 | 0 |
| Jul 2023 | $250.5M | $186.2M | $64.3M | 92 | 0 |
| Jul 2023 | $250.5M | $186.2M | $64.3M | 92 | 0 |
| May 2023 | $250.5M | $186.2M | $64.3M | 92 | 0 |
| May 2023 | $250.5M | $186.2M | $64.3M | 92 | 0 |
| Apr 2023 | $250.5M | $186.2M | $64.3M | 92 | 0 |
| Apr 2023 | $250.5M | $186.2M | $64.3M | 92 | 0 |
| Mar 2023 | $250.5M | $186.2M | $64.3M | 92 | 0 |
| Mar 2023 | $240.7M | $174.7M | $66M | 90 | 0 |
| Mar 2023 | $240.7M | $174.7M | $66M | 90 | 0 |
| Mar 2023 | $240.7M | $174.7M | $66M | 90 | 0 |
| Feb 2023 | $240.7M | $174.7M | $66M | 90 | 0 |
| Feb 2023 | $240.7M | $174.7M | $66M | 90 | 0 |
| Feb 2023 | $240.7M | $174.7M | $66M | 90 | 0 |
| Nov 2022 | $240.7M | $174.7M | $66M | 90 | 0 |
| Sep 2022 | $240.7M | $174.7M | $66M | 90 | 0 |
| Sep 2022 | $240.7M | $174.7M | $66M | 90 | 0 |
| Sep 2022 | $240.7M | $174.7M | $66M | 90 | 0 |
| Sep 2022 | $240.7M | $174.7M | $66M | 90 | 0 |
| Aug 2022 | $240.7M | $174.7M | $66M | 90 | 0 |
| Apr 2022 | $240.7M | $174.7M | $66M | 90 | 0 |
| Mar 2022 | $240.7M | $174.7M | $66M | 90 | 0 |
| Mar 2022 | $240.7M | $174.7M | $66M | 90 | 0 |
| Feb 2022 | $114.7M | $106.7M | $8M | 53 | 0 |
| Oct 2021 | $114.7M | $106.7M | $8M | 53 | 0 |
| Aug 2021 | $114.7M | $106.7M | $8M | 53 | 0 |
| Jun 2021 | $114.7M | $106.7M | $8M | 53 | 0 |
| Jun 2021 | $114.7M | $106.7M | $8M | 53 | 0 |
| Mar 2021 | $114.7M | $106.7M | $8M | 53 | 0 |
| Mar 2021 | $114.7M | $106.7M | $8M | 53 | 0 |
| Mar 2021 | $114.7M | $106.7M | $8M | 53 | 0 |
| Feb 2021 | $101.4M | $93.2M | $8.1M | 59 | 0 |
| Dec 2020 | $101.4M | $93.2M | $8.1M | 59 | 0 |
| Dec 2020 | $70.9M | $65.8M | $5.1M | 59 | 0 |
| Sep 2020 | $70.9M | $65.8M | $5.1M | 59 | 0 |
| Sep 2020 | $70.9M | $65.8M | $5.1M | 59 | 0 |
| Jun 2020 | $70.9M | $65.8M | $5.1M | 59 | 0 |
| Jun 2020 | $70.9M | $65.8M | $5.1M | 59 | 0 |
| Jun 2020 | $70.9M | $65.8M | $5.1M | 59 | 0 |
| May 2020 | $70.9M | $65.8M | $5.1M | 59 | 0 |
| May 2020 | $70.9M | $65.8M | $5.1M | 59 | 0 |
| Apr 2020 | $70.9M | $65.8M | $5.1M | 59 | 0 |
| Feb 2020 | $158.4M | $97.2M | $61.2M | 59 | 0 |
| Jan 2020 | $158.4M | $97.2M | $61.2M | 59 | 0 |
| Jan 2020 | $158.4M | $97.2M | $61.2M | 59 | 0 |
| Jan 2020 | $158.4M | $97.2M | $61.2M | 59 | 0 |
| Jan 2020 | $158.4M | $97.2M | $61.2M | 59 | 0 |
| Jan 2020 | $158.4M | $97.2M | $61.2M | 59 | 0 |
| Jan 2020 | $158.4M | $97.2M | $61.2M | 59 | 0 |
| Jan 2020 | $158.4M | $97.2M | $61.2M | 59 | 0 |
| Dec 2019 | $158.4M | $97.2M | $61.2M | 59 | 0 |
| Nov 2019 | $158.4M | $97.2M | $61.2M | 59 | 0 |
| Nov 2019 | $158.4M | $97.2M | $61.2M | 59 | 0 |
| Nov 2019 | $158.4M | $97.2M | $61.2M | 59 | 0 |
| Oct 2019 | $158.4M | $97.2M | $61.2M | 59 | 0 |
| Oct 2019 | $158.4M | $97.2M | $61.2M | 59 | 0 |
| Sep 2019 | $158.4M | $97.2M | $61.2M | 59 | 0 |
DateDec 2025
Total AUM$456.1M
Discretionary$281.9M
Non-Disc.$174.2M
Employees112
Clients0
DateDec 2025
Total AUM$456.1M
Discretionary$281.9M
Non-Disc.$174.2M
Employees112
Clients0
DateDec 2025
Total AUM$456.1M
Discretionary$281.9M
Non-Disc.$174.2M
Employees112
Clients0
DateNov 2025
Total AUM$456.1M
Discretionary$281.9M
Non-Disc.$174.2M
Employees112
Clients0
DateNov 2025
Total AUM$456.1M
Discretionary$281.9M
Non-Disc.$174.2M
Employees112
Clients0
DateOct 2025
Total AUM$456.1M
Discretionary$281.9M
Non-Disc.$174.2M
Employees112
Clients0
DateOct 2025
Total AUM$456.1M
Discretionary$281.9M
Non-Disc.$174.2M
Employees112
Clients0
DateOct 2025
Total AUM$456.1M
Discretionary$281.9M
Non-Disc.$174.2M
Employees112
Clients0
DateOct 2025
Total AUM$456.1M
Discretionary$281.9M
Non-Disc.$174.2M
Employees112
Clients0
DateSep 2025
Total AUM$456.1M
Discretionary$281.9M
Non-Disc.$174.2M
Employees112
Clients0
DateJun 2025
Total AUM$456.1M
Discretionary$281.9M
Non-Disc.$174.2M
Employees112
Clients0
DateJun 2025
Total AUM$456.1M
Discretionary$281.9M
Non-Disc.$174.2M
Employees112
Clients0
DateMar 2025
Total AUM$456.1M
Discretionary$281.9M
Non-Disc.$174.2M
Employees112
Clients0
DateMar 2025
Total AUM$456.1M
Discretionary$281.9M
Non-Disc.$174.2M
Employees112
Clients0
DateMar 2025
Total AUM$297M
Discretionary$191.6M
Non-Disc.$105.4M
Employees92
Clients0
DateMar 2025
Total AUM$297M
Discretionary$191.6M
Non-Disc.$105.4M
Employees92
Clients0
DateMar 2025
Total AUM$297M
Discretionary$191.6M
Non-Disc.$105.4M
Employees92
Clients0
DateFeb 2025
Total AUM$297M
Discretionary$191.6M
Non-Disc.$105.4M
Employees92
Clients0
DateFeb 2025
Total AUM$297M
Discretionary$191.6M
Non-Disc.$105.4M
Employees92
Clients0
DateFeb 2025
Total AUM$297M
Discretionary$191.6M
Non-Disc.$105.4M
Employees92
Clients0
DateFeb 2025
Total AUM$297M
Discretionary$191.6M
Non-Disc.$105.4M
Employees92
Clients0
DateJan 2025
Total AUM$297M
Discretionary$191.6M
Non-Disc.$105.4M
Employees92
Clients0
DateDec 2024
Total AUM$297M
Discretionary$191.6M
Non-Disc.$105.4M
Employees92
Clients0
DateOct 2024
Total AUM$297M
Discretionary$191.6M
Non-Disc.$105.4M
Employees92
Clients0
DateOct 2024
Total AUM$297M
Discretionary$191.6M
Non-Disc.$105.4M
Employees92
Clients0
DateSep 2024
Total AUM$297M
Discretionary$191.6M
Non-Disc.$105.4M
Employees92
Clients0
DateJun 2024
Total AUM$297M
Discretionary$191.6M
Non-Disc.$105.4M
Employees92
Clients0
DateMay 2024
Total AUM$297M
Discretionary$191.6M
Non-Disc.$105.4M
Employees92
Clients0
DateMay 2024
Total AUM$297M
Discretionary$191.6M
Non-Disc.$105.4M
Employees92
Clients0
DateApr 2024
Total AUM$297M
Discretionary$191.6M
Non-Disc.$105.4M
Employees92
Clients0
DateApr 2024
Total AUM$297M
Discretionary$191.6M
Non-Disc.$105.4M
Employees92
Clients0
DateApr 2024
Total AUM$297M
Discretionary$191.6M
Non-Disc.$105.4M
Employees92
Clients0
DateApr 2024
Total AUM$297M
Discretionary$191.6M
Non-Disc.$105.4M
Employees92
Clients0
DateMar 2024
Total AUM$250.5M
Discretionary$186.2M
Non-Disc.$64.3M
Employees92
Clients0
DateMar 2024
Total AUM$250.5M
Discretionary$186.2M
Non-Disc.$64.3M
Employees92
Clients0
DateMar 2024
Total AUM$250.5M
Discretionary$186.2M
Non-Disc.$64.3M
Employees92
Clients0
DateMar 2024
Total AUM$250.5M
Discretionary$186.2M
Non-Disc.$64.3M
Employees92
Clients0
DateFeb 2024
Total AUM$250.5M
Discretionary$186.2M
Non-Disc.$64.3M
Employees92
Clients0
DateDec 2023
Total AUM$250.5M
Discretionary$186.2M
Non-Disc.$64.3M
Employees92
Clients0
DateNov 2023
Total AUM$250.5M
Discretionary$186.2M
Non-Disc.$64.3M
Employees92
Clients0
DateNov 2023
Total AUM$250.5M
Discretionary$186.2M
Non-Disc.$64.3M
Employees92
Clients0
DateAug 2023
Total AUM$250.5M
Discretionary$186.2M
Non-Disc.$64.3M
Employees92
Clients0
DateJul 2023
Total AUM$250.5M
Discretionary$186.2M
Non-Disc.$64.3M
Employees92
Clients0
DateJul 2023
Total AUM$250.5M
Discretionary$186.2M
Non-Disc.$64.3M
Employees92
Clients0
DateMay 2023
Total AUM$250.5M
Discretionary$186.2M
Non-Disc.$64.3M
Employees92
Clients0
DateMay 2023
Total AUM$250.5M
Discretionary$186.2M
Non-Disc.$64.3M
Employees92
Clients0
DateApr 2023
Total AUM$250.5M
Discretionary$186.2M
Non-Disc.$64.3M
Employees92
Clients0
DateApr 2023
Total AUM$250.5M
Discretionary$186.2M
Non-Disc.$64.3M
Employees92
Clients0
DateMar 2023
Total AUM$250.5M
Discretionary$186.2M
Non-Disc.$64.3M
Employees92
Clients0
DateMar 2023
Total AUM$240.7M
Discretionary$174.7M
Non-Disc.$66M
Employees90
Clients0
DateMar 2023
Total AUM$240.7M
Discretionary$174.7M
Non-Disc.$66M
Employees90
Clients0
DateMar 2023
Total AUM$240.7M
Discretionary$174.7M
Non-Disc.$66M
Employees90
Clients0
DateFeb 2023
Total AUM$240.7M
Discretionary$174.7M
Non-Disc.$66M
Employees90
Clients0
DateFeb 2023
Total AUM$240.7M
Discretionary$174.7M
Non-Disc.$66M
Employees90
Clients0
DateFeb 2023
Total AUM$240.7M
Discretionary$174.7M
Non-Disc.$66M
Employees90
Clients0
DateNov 2022
Total AUM$240.7M
Discretionary$174.7M
Non-Disc.$66M
Employees90
Clients0
DateSep 2022
Total AUM$240.7M
Discretionary$174.7M
Non-Disc.$66M
Employees90
Clients0
DateSep 2022
Total AUM$240.7M
Discretionary$174.7M
Non-Disc.$66M
Employees90
Clients0
DateSep 2022
Total AUM$240.7M
Discretionary$174.7M
Non-Disc.$66M
Employees90
Clients0
DateSep 2022
Total AUM$240.7M
Discretionary$174.7M
Non-Disc.$66M
Employees90
Clients0
DateAug 2022
Total AUM$240.7M
Discretionary$174.7M
Non-Disc.$66M
Employees90
Clients0
DateApr 2022
Total AUM$240.7M
Discretionary$174.7M
Non-Disc.$66M
Employees90
Clients0
DateMar 2022
Total AUM$240.7M
Discretionary$174.7M
Non-Disc.$66M
Employees90
Clients0
DateMar 2022
Total AUM$240.7M
Discretionary$174.7M
Non-Disc.$66M
Employees90
Clients0
DateFeb 2022
Total AUM$114.7M
Discretionary$106.7M
Non-Disc.$8M
Employees53
Clients0
DateOct 2021
Total AUM$114.7M
Discretionary$106.7M
Non-Disc.$8M
Employees53
Clients0
DateAug 2021
Total AUM$114.7M
Discretionary$106.7M
Non-Disc.$8M
Employees53
Clients0
DateJun 2021
Total AUM$114.7M
Discretionary$106.7M
Non-Disc.$8M
Employees53
Clients0
DateJun 2021
Total AUM$114.7M
Discretionary$106.7M
Non-Disc.$8M
Employees53
Clients0
DateMar 2021
Total AUM$114.7M
Discretionary$106.7M
Non-Disc.$8M
Employees53
Clients0
DateMar 2021
Total AUM$114.7M
Discretionary$106.7M
Non-Disc.$8M
Employees53
Clients0
DateMar 2021
Total AUM$114.7M
Discretionary$106.7M
Non-Disc.$8M
Employees53
Clients0
DateFeb 2021
Total AUM$101.4M
Discretionary$93.2M
Non-Disc.$8.1M
Employees59
Clients0
DateDec 2020
Total AUM$101.4M
Discretionary$93.2M
Non-Disc.$8.1M
Employees59
Clients0
DateDec 2020
Total AUM$70.9M
Discretionary$65.8M
Non-Disc.$5.1M
Employees59
Clients0
DateSep 2020
Total AUM$70.9M
Discretionary$65.8M
Non-Disc.$5.1M
Employees59
Clients0
DateSep 2020
Total AUM$70.9M
Discretionary$65.8M
Non-Disc.$5.1M
Employees59
Clients0
DateJun 2020
Total AUM$70.9M
Discretionary$65.8M
Non-Disc.$5.1M
Employees59
Clients0
DateJun 2020
Total AUM$70.9M
Discretionary$65.8M
Non-Disc.$5.1M
Employees59
Clients0
DateJun 2020
Total AUM$70.9M
Discretionary$65.8M
Non-Disc.$5.1M
Employees59
Clients0
DateMay 2020
Total AUM$70.9M
Discretionary$65.8M
Non-Disc.$5.1M
Employees59
Clients0
DateMay 2020
Total AUM$70.9M
Discretionary$65.8M
Non-Disc.$5.1M
Employees59
Clients0
DateApr 2020
Total AUM$70.9M
Discretionary$65.8M
Non-Disc.$5.1M
Employees59
Clients0
DateFeb 2020
Total AUM$158.4M
Discretionary$97.2M
Non-Disc.$61.2M
Employees59
Clients0
DateJan 2020
Total AUM$158.4M
Discretionary$97.2M
Non-Disc.$61.2M
Employees59
Clients0
DateJan 2020
Total AUM$158.4M
Discretionary$97.2M
Non-Disc.$61.2M
Employees59
Clients0
DateJan 2020
Total AUM$158.4M
Discretionary$97.2M
Non-Disc.$61.2M
Employees59
Clients0
DateJan 2020
Total AUM$158.4M
Discretionary$97.2M
Non-Disc.$61.2M
Employees59
Clients0
DateJan 2020
Total AUM$158.4M
Discretionary$97.2M
Non-Disc.$61.2M
Employees59
Clients0
DateJan 2020
Total AUM$158.4M
Discretionary$97.2M
Non-Disc.$61.2M
Employees59
Clients0
DateJan 2020
Total AUM$158.4M
Discretionary$97.2M
Non-Disc.$61.2M
Employees59
Clients0
DateDec 2019
Total AUM$158.4M
Discretionary$97.2M
Non-Disc.$61.2M
Employees59
Clients0
DateNov 2019
Total AUM$158.4M
Discretionary$97.2M
Non-Disc.$61.2M
Employees59
Clients0
DateNov 2019
Total AUM$158.4M
Discretionary$97.2M
Non-Disc.$61.2M
Employees59
Clients0
DateNov 2019
Total AUM$158.4M
Discretionary$97.2M
Non-Disc.$61.2M
Employees59
Clients0
DateOct 2019
Total AUM$158.4M
Discretionary$97.2M
Non-Disc.$61.2M
Employees59
Clients0
DateOct 2019
Total AUM$158.4M
Discretionary$97.2M
Non-Disc.$61.2M
Employees59
Clients0
DateSep 2019
Total AUM$158.4M
Discretionary$97.2M
Non-Disc.$61.2M
Employees59
Clients0