Wealth manager, independent · Winter Haven, FL
Ingram Advisory Services, LLC
SEC-registered investment adviser · CRD 123508 · SEC 801-132277
At a glance
Ingram Advisory Services, LLC is an SEC-registered investment adviser based in Winter Haven, Florida, with $109 million in regulatory assets under management as of its Form ADV filed July 16, 2026. Its largest client group by assets is individuals, and it reports 380 individual clients. By Form ADV it is a wealth manager, ranked 8,049th of 8,915 wealth managers and 15,135th of 17,210 SEC-registered advisers by assets.
Main office 863-326-9833ingramfinancialgroup.comAs filed on Form ADV
- Regulatory AUM
- $109M
- Rank among wealth managers
- #8,049 of 8,915
- Rank among all SEC RIAs
- #15,135 of 17,210
- Rank in Florida
- #963 of 1,090
- Individual clients
- 380
- High-net-worth clients
- 21
- Accounts
- 525
- Discretionary
- 97% of AUM
- Employees
- 2
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Michael G. SeymourManaging Member/cco
- Donna M. SeymourManaging Member
Custody and brokerage
Broker-dealer
Hybrid RIA
Ingram Advisory Services, LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed February 2026) names Centaurus Financial as the broker-dealer its advisers are registered with.
"Brokerage Practices" section of this brochure. 8 Compensation for the Sale of Securities or Other Investment Products Persons providing investment advice on behalf of our firm are registered representatives with Centaurus Financial, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 359 | $74M | 68% |
| High-net-worth individuals | 21 | $35M | 32% |
Disciplinary disclosures
Ingram Advisory Services, LLC answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗ingramfinancialgroup.com ↗
AtlasMembers
The full record on Ingram Advisory Services, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
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- Rank against 4,513 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Ingram Advisory Services, LLC manage?
Ingram Advisory Services, LLC reports $109 million in regulatory assets under management across 525 accounts, 97% of it on a discretionary basis, on its Form ADV filed July 16, 2026.
What kind of firm is Ingram Advisory Services, LLC?
Ingram Advisory Services, LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Ingram Advisory Services, LLC’s clients?
By assets, its largest client types are individuals ($74 million, 359 clients); high-net-worth individuals ($35 million, 21 clients).
Does Ingram Advisory Services, LLC have any disciplinary history?
Ingram Advisory Services, LLC answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Ingram Advisory Services, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-07-16), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →