Liberty Atlantic Advisors
Liberty Atlantic Advisors is an SEC-registered wealth manager in Florence with $185.8M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Liberty Atlantic Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 327738, SEC 801-132006, data through 2026-02-09.
- AUM (assets under management / regulatory AUM)
- $185.8M (2026-02-09)
- Firm type
- Wealth Manager
- Location
- Florence
- Employees
- 8
- Clients
- 137
- CRD
- 327738
- Ownership
- Ingrim, Spencer, Lee; PENDERGRASS, XANDRA, LEIGH; Ingrim, Alexander, James; Evans, Scott, Patrick
How much AUM does Liberty Atlantic Advisors have?
Liberty Atlantic Advisors reported $185.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-09).
Who owns Liberty Atlantic Advisors?
Disclosed owners and executives of Liberty Atlantic Advisors include Ingrim, Spencer, Lee, PENDERGRASS, XANDRA, LEIGH, Ingrim, Alexander, James, Evans, Scott, Patrick. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.