Liberty Atlantic Advisors LLC
● SEC registered since 2026CRD 327738SEC# 801-132006Florence
Reg. AUM
$185.8M
Employees
8
Accounts
443
Location
Florence
Liberty Atlantic Advisors LLC assets under management
Liberty Atlantic Advisors LLC operates as an SEC-registered investment adviser based in Florence. The firm has been registered since 2026. It reports $185.8 million in regulatory assets under management and employs 8 people.
Liberty Atlantic Advisors LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alexander James Ingrim Control | Member | 50-75% | 2023 |
| Scott Patrick Evans Control | Member | 50-75% | 2023 |
| Spencer Lee Ingrim Control | Chief Commercial Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Liberty Atlantic Advisors LLC manage?
Liberty Atlantic Advisors LLC reports $185.8 million in regulatory assets under management on its Form ADV.
How many employees does Liberty Atlantic Advisors LLC have?
Liberty Atlantic Advisors LLC reports 8 employees.
Where is Liberty Atlantic Advisors LLC located?
Liberty Atlantic Advisors LLC is based in Florence and has been SEC-registered since 2026.
Does Liberty Atlantic Advisors LLC disclose fund performance?
Liberty Atlantic Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Via Senese, 34, Florence 50124 |
| Phone | (720) 655-7510 |
| Office hours | By Appt Only |
| SEC region | HQ |
| Discloses disciplinary history | Yes |
Regulatory AUM
$185.8M▲ 88%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$185.8Mregulatory AUM
Discretionary $184.6MNon-discretionary $1.2M