IA NETWORK, LLC

CRD 319096File 801-123452

APPROVED

Retail clients

Filing as of Mar 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$199.5M

Below cohort median (national)

Discretionary AUM

$199.0M

Non-discretionary $495K

Clients

259

593 accounts

Employees

Below cohort median in NC

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Mar 15, 2022
Principal office: 210 N CHURCH ST, SUITE 1905, CHARLOTTE, NC, 28202
Phone: 704-272-1211
Website: https://www.facebook.com/IANetworkAdvisory

Assets & accounts

ADV Item 5F

Total regulatory AUM: $199.5M
Discretionary AUM: $199.0M
Non-discretionary AUM: $495K
Discretionary accounts: 592
Non-discretionary accounts: 1
Total accounts: 593
AUM per client: $770K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$79K
Charitable organizations	Fewer than 5	$3.1M
High net worth individuals	62	$132.6M
Pension and profit sharing plans	Fewer than 5	$4.4M
Individuals (other than high net worth individuals)	197	$59.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
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.