# IP Financial Advisory Services

IP Financial Advisory Services is a Bank / Wealth / Trust based in Charlotte, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Charlotte, United States
- **Region:** North America
- **Address:** Charlotte, NC, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** ipfinancialservicesllc.com
- **LinkedIn:** https://www.linkedin.com/company/ip-financial-advisory-services-llc

## Regulatory record

- **Reports private funds:** No

## About

IP Financial Advisory Services was established in Charlotte, United States in 2019. The firm registered as an investment advisor, structuring its practice around portfolio management, financial planning, and asset-allocation advice for a private-client base. The wealth it manages is generated externally from its principals' advisory relationships rather than a single family fortune. The firm's investment posture centers on constructing portfolios for individuals and retirement plans, blending third-party investment products with direct advisory. While specific AUM and deployment numbers are not publicly disclosed, the firm's ADV filing confirms it advises high-net-worth individuals, families, and retirement-plan sponsors. All portfolio management is performed on a non-discretionary or limited discretionary basis, with the firm functioning as a gatekeeper across asset classes rather than a direct institutional investor. Operating from a single office in Charlotte, the firm's principal — whose identity has not been separately promoted in public records — runs a lean practice. No adjacent vehicles, club affiliations, or philanthropic foundations bearing the IP Financial Advisory Services name have been identified. The firm has not announced any new fund launches, executive appointments, or major mandate wins in the last 24 months through public channels. IP Financial Advisory Services' structural differentiator is its posture as a local-regional RIA without a proprietary-capital engine. Unlike family offices that reinvest operating-company proceeds or institutional managers that raise blind-pool funds, the firm relies entirely on external client relationships for its asset base. This architecture makes it a pure advisory business, but also limits the scale and proprietary-deal access typically expected by institutional allocators.

## Questions

### What is the firm's investment minimum or client profile?

The firm's ADV filing confirms high-net-worth individuals and families as its primary client base, along with pension and profit-sharing plans. Specific account minimums or wealth thresholds have not been publicly disclosed by the firm.

### Does the firm have offices outside of Charlotte?

No. All public records indicate a single office address in Charlotte, North Carolina. The firm has not announced any satellite locations or geographic expansion.

### Who runs IP Financial Advisory Services?

The firm has not publicly promoted its principals in press releases, on a website, or through filings that name a visible CIO or CEO. The identity of the key decision-makers remains undisclosed in available public records, which limits the ability to evaluate the team's track record independently.

## Related profiles

- [Iowa Wealth Management](https://altss.com/profile/iowa-wealth-management)
- [IP Investment Counsel](https://altss.com/profile/ip-investment-counsel)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/ip-financial-advisory-services

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology