Ingram Advisory Services, LLC
● SEC registered since 2025CRD 123508SEC# 801-132277Winter Haven, FL
Reg. AUM
$109.3M
Employees
2
Accounts
525
Location
Winter Haven, FL
Ingram Advisory Services, LLC assets under management
Ingram Advisory Services, LLC is an SEC-registered investment adviser based in Winter Haven, FL. The firm has been registered since 2025. It reports $109.3 million in regulatory assets under management and employs 2 people.
Ingram Advisory Services, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Donna Maria Seymour Control | Managing Member | 50-75% | 2018 |
| Michael Glenn Seymour Control | Managing Member/Cco | 50-75% | 2018 |
Frequently asked questions
How much does Ingram Advisory Services, LLC manage?
Ingram Advisory Services, LLC reports $109.3 million in regulatory assets under management on its Form ADV.
How many employees does Ingram Advisory Services, LLC have?
Ingram Advisory Services, LLC reports 2 employees.
Where is Ingram Advisory Services, LLC located?
Ingram Advisory Services, LLC is based in Winter Haven, FL and has been SEC-registered since 2025.
Does Ingram Advisory Services, LLC disclose fund performance?
Ingram Advisory Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 799 Overlook Drive, Winter Haven, FL 33884 |
| Phone | 863-326-9833 |
| Fax | 863-875-1855 |
| Office hours | 8:00 a.m.-4:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$109.3M▲ 8%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$109.3Mregulatory AUM
Discretionary $106.5MNon-discretionary $2.9M