Data / Investment advisers / Georgia / Investment Performance Services LLC
Investment Performance Services LLC, Savannah, GA: $764 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Investment Performance Services LLC is an SEC registered investment adviser with its main office in Savannah, Georgia and reports $764 million in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include pension and profit sharing plans and corporations and other businesses. It is paid through fixed fees and other fees.
The request: Watch Investment Performance Services LLC (CRD number 105527): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 105527
- SEC file number
- 801-33204
- SEC status
- Approved, effective November 3, 1988
- Main office
- 570 East York Street, Savannah, GA 31401
- Phone
- (912) 352-2862
- Website
- ips-net.com
- Regulatory AUM
- $763,736,810 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $763,736,810
- Accounts
- 8
- Employees
- 34, of which 11 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- fixed fees, other fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pension and profit sharing plans | Fewer than 5 | $624 million |
| Corporations or other businesses | Fewer than 5 | $14.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $763.7 million | March 26, 2026 |
| December 1, 2025 | $746 million | March 24, 2025 |
Other advisers in Savannah
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sound View Wealth Advisors Group, LLC | Savannah | $2.28 billion | Not listed | adviserinfo.sec.gov |
| The Fiduciary Group | Savannah | $1.97 billion | Not listed | adviserinfo.sec.gov |
| Chatham Capital Group Inc | Savannah | $878.1 million | 2 | adviserinfo.sec.gov |
| First City Capital Management Inc | Savannah | $423.7 million | Not listed | adviserinfo.sec.gov |
| Bull Street Advisors | Savannah | $271.9 million | Not listed | adviserinfo.sec.gov |
| Ables, Iannone, Moore & Associates, Inc. | Savannah | $258.7 million | Not listed | adviserinfo.sec.gov |
| T.R.U.E. Coastal Capital, LLC | Savannah | $124.1 million | Not listed | adviserinfo.sec.gov |
| Wassaw Sound Management, LLC | Savannah | $122.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Savannah, GA
- Investment advisers in Georgia
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pension and profit sharing plans
- Advisers serving corporations and other businesses
- Investment Performance Services LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.