# IA Network, LLC

> IA Network, LLC is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 319096
- Filed as: IA NETWORK, LLC
- Also doing business as: IA NETWORK, IAN, STOCKHAM FINANCIAL, STOCKHAM FINANCIAL CHARLOTTE, TICE MCNINCH, UPTOWN PARTNERS, UPTOWN PARTNERS ADVISORY
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Charlotte, NC
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/319096
- AdvisorCensus page: https://advisorcensus.com/firm/ia-network-llc-charlotte-nc-319096

## Quick answers

**How is IA Network, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), IA Network, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does IA Network, LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: up to 2.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is IA Network, LLC located?**
IA Network, LLC's principal office is in Charlotte, NC, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is IA Network, LLC registered with the SEC or a state?**
IA Network, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 319096.

**How much does IA Network, LLC manage?**
IA Network, LLC reports $199,538,173 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**How have IA Network, LLC's assets and staff changed since 2022?**
In the Form ADV data for IA Network, LLC: Regulatory assets under management: $122,205,104 in the October 2022 data and $199,538,173 in the October 2026 data, up 63%. Total employees: 5 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does IA Network, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (197); high net worth individuals (62).

**Which custodians does IA Network, LLC use?**
IA Network, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and SEI Investments Management Corp as custodians holding 10% or more of its separately managed account assets.

**Does IA Network, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/319096

**Does IA Network, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 23, 2026 says: "There is generally no minimum amount required to open or maintain an account."

**What changed in IA Network, LLC's recent Form ADV filings?**
In the April 2026 filing data: Added the business name IA Network.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Asset-based fee: up to 2.5% of assets a year (the maximum the brochure states)

> Fees will generally not exceed 2.5% of assets under management unless the scope, complexity, amount of time or expertise required warrant a higher fee.

- Account minimum: None

> There is generally no minimum amount required to open or maintain an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- SEI Investments Management Corp

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $199,538,173
- Discretionary: $199,042,823
- Non-discretionary: $495,350

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 197 | $59,377,377 |
| High net worth individuals | 62 | $132,637,594 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $4,389,150 |
| Charitable organizations | Fewer than 5 | $3,054,877 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $79,175 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CO, IN, LA, NC, NY, SC, TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Charlotte, NC
- Pinehurst, NC

### Websites listed on Form ADV (Item 1.I)
- ianetwork.com
- stockhamfinancial.com
- uptownpartners.com
- Facebook @IANetworkAdvisory
- Facebook @stockhamfinancial
- Instagram @ia_network
- LinkedIn @ianetwork-advisory
- LinkedIn @bomcninch
- LinkedIn @schaffrobert

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $122,205,104 | 5 | October 1, 2022 |
| October 2023 | $129,250,978 | 6 | March 29, 2023 |
| October 2024 | $161,259,875 | 6 | June 6, 2024 |
| October 2025 | $183,507,741 | 6 | July 16, 2025 |
| October 2026 | $199,538,173 | 5 | March 23, 2026 |

Regulatory assets under management: $122,205,104 in the October 2022 data and $199,538,173 in the October 2026 data, up 63%.
Total employees: 5 in October 2022 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Added the business name IA Network.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. IA Network, LLC (CRD 319096): Form ADV filing data as of October 2026.