Liberty Private Client, LLC
CRD 305130SEC# 801-119011Fort Myers, FL
No longer SEC-registered. Liberty Private Client, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$246.9M
Employees
4
Accounts
292
Location
Fort Myers, FL
Liberty Private Client, LLC assets under management
Liberty Private Client, LLC operates as an SEC-registered investment adviser based in Fort Myers, FL. It reports $246.9 million in regulatory assets under management and employs 4 people.
Liberty Private Client, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Deana Marie Simcox | Chief Compliance Officer | Under 5% | 2021 |
| Michael William McCort Control | President | 50-75% | 2019 |
| Richard Bascom Seidel Control | Chairperson | 25-50% | 2020 |
Frequently asked questions
How much does Liberty Private Client, LLC manage?
Liberty Private Client, LLC reports $246.9 million in regulatory assets under management on its Form ADV.
How many employees does Liberty Private Client, LLC have?
Liberty Private Client, LLC reports 4 employees.
Where is Liberty Private Client, LLC located?
Liberty Private Client, LLC is based in Fort Myers, FL.
Does Liberty Private Client, LLC disclose fund performance?
Liberty Private Client, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5237 Summerlin Commons Blvd, #319, Fort Myers, FL 33907 |
| Office hours | 8:30-5 |
| Discloses disciplinary history | No |
Regulatory AUM
$246.9MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$246.9Mregulatory AUM
Discretionary $246.9M