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
About Ingram Advisory Services
Ingram Advisory Services operates as Ingram Financial Group, offering integrated wealth management, active investment management, financial planning, retirement plans, and insurance solutions. It offers customized short- and long-term service packages delivered with care and confidentiality for Central Florida individuals and businesses.
Summary based on the firm’s website.
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, monthlySep '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,369 advisers
EmployeesTop 86%
More than 14% of 16,804 advisers
Assets under management
$109.3Mregulatory AUM
Discretionary $106.5MNon-discretionary $2.9M