IP FINANCIAL ADVISORY SERVICES LLC

CRD 305772File 801-117481

APPROVED

Retail clients

Filing as of Jun 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$481.4M

Above cohort median (national)

Discretionary AUM

$258.5M

Non-discretionary $222.9M

Clients

2,001

2,686 accounts

Employees

112

Above cohort median in NC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Oct 17, 2019
Principal office: 5950 FAIRVIEW ROAD, SUITE 140, CHARLOTTE, NC, 28210
Phone: 980-326-3335
Website: http://www.ipfinancialservicesllc.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $481.4M
Discretionary AUM: $258.5M
Non-discretionary AUM: $222.9M
Discretionary accounts: 1,226
Non-discretionary accounts: 1,460
Total accounts: 2,686
AUM per client: $241K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Individuals (other than high net worth individuals)	2,001	$481.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — RECURRING FEES
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.