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IA Network, LLC

IA Network, LLC. CRD 319096

IA Network, LLC logo

CRD: 319096

IA Network, LLC

Charlotte, NC, 28202
7042721211
www.ianetwork.com
$199.5M Total AUM
$199.0M Disc. AUM
15.4% 3Y CAGR
5 Employees
259 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท SEI
Clients
Retail and Institutional
Platforms
Foundation alphaCrest +more
Established Date
03-15-2022
Office Locations
3

Office Locations

210 N Church ST Suite 1905 Charlotte NC
90 Aviemore Drive Pinehurst NC
-- MT Pleasant SC

About IA Network, LLC

IA Network, LLC partners with independent advisors, providing the infrastructure and support to run and grow a practice. The firm offers financial planning and investment management with an emphasis on asset allocation and risk management, using vehicles such as ETFs and mutual funds. With offices across the Southeast (including Charlotte and Charleston), it has a strong regional footprint as it expands nationally; custody includes Schwab and SEI.

Team overview

54 AVG AGE
$49.9M AVG AUM / ADVISOR
$770.4K AVG AUM / CLIENT
3 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Harbor capital Timber alpha Insight quantum Harbor vital

Client Personas

Zenith

CRM

Alpha

Custodian

Peak Horizon glacier

Investment Themes

Pathway Momentum crest Bridge peak Vital

Investment Vehicles

Oak fusion Element glacier

Services

Vital beacon Radial vital Summit matrix Vector matrix Beacon Radial beacon Focus Bridge

Technology

Glacier North Wave

Owner & Executives

R

Robert David Schaff

Chief Compliance Officer, Managing Member

CRD
#5427456
Ownership
75% or more
(770) 695-5579
matrix.quantum@optimacapital.com
in linkedin.com/in/pathway-summit

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Contacts

S

SAMUEL SYLVANUS MCNINCH IV

--

CRD
#1319783
(434) 322-7067
summit.bridge@timbercapital.com
in linkedin.com/in/harbor-signal
M

MAGGIE BARRY SMITH

--

CRD
#5912993
(788) 224-2436
crest.radial@glaciercapital.com
in linkedin.com/in/element-unison
P

Prime horizon

Meridian catalyst

CRD
#37490
(412) 889-9688
glacier.oak@harborcapital.com
in linkedin.com/in/legacy-signal

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-01-2022
12-06-2023
06-06-2024
07-16-2025
03-23-2026
Category Assets AVG. Account size
Discretionary $199,042,823 $336,221
Non-Discretionary $495,350 $495,350
Total $199,538,173 $336,489

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Separately Managed Accounts

Total SMA Asset: $199,538,173

$199.5M Total SMA
Equity - Exchange:
18.1%
Public Funds:
9.1%
Cash:
16.0%
Other:
10.5%
Corporate - Investment Grade:
10.5%
Corporate - Non-Investment Grade:
16.5%
Municipal Bonds:
11.1%
U.S. Government/Agency:
8.2%
Asset class Assets Assets %
Equity - Exchange $147,342,153 18.1%
Public Funds $74,078,099 9.1%
Cash $130,247,207 16.0%
Other $85,474,730 10.5%
Corporate - Investment Grade $85,474,730 10.5%
Corporate - Non-Investment Grade $134,317,433 16.5%
Municipal Bonds $90,359,000 11.1%
U.S. Government/Agency $66,751,694 8.2%
Total $814,045,046 100.0%

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