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Liberty Atlantic Advisors LLC

● SEC registered since 2026CRD 327738SEC# 801-132006Florence
Export (members)
Reg. AUM
$125M
Employees
8
Accounts
314
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 $125 million in regulatory assets under management and employs 8 people.

Liberty Atlantic Advisors LLC owners & executives

4 reported
NameTitleOwnershipSince
Alexander James Ingrim ControlMember50-75%2023
Scott Patrick Evans ControlMember50-75%2023
Spencer Lee Ingrim ControlChief Commercial OfficerUnder 5%2025
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Frequently asked questions

How much does Liberty Atlantic Advisors LLC manage?

Liberty Atlantic Advisors LLC reports $125 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

AddressVia Senese, 34, Florence 50124
Phone(720) 655-7510
Office hoursBy Appt Only
SEC regionHQ
Discloses disciplinary historyYes

Assets under management

Discretionary$125M
Non-discretionary$0
Total (RAUM)$125M