Wealth manager, independent · Florence, Italy
Liberty Atlantic Advisors
Liberty Atlantic Advisors LLC · SEC-registered investment adviser · CRD 327738 · SEC 801-132006
At a glance
Liberty Atlantic Advisors is an SEC-registered investment adviser based in Florence, Italy, with $186 million in regulatory assets under management as of its Form ADV filed July 23, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 137 individual clients. By Form ADV it is a wealth manager, ranked 6,076th of 8,915 wealth managers and 12,619th of 17,210 SEC-registered advisers by assets.
Main office 720-655-7510libertyatlantic.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $186M
- Rank among wealth managers
- #6,076 of 8,915
- Rank among all SEC RIAs
- #12,619 of 17,210
- Individual clients
- 137
- High-net-worth clients
- 61
- Accounts
- 443
- Discretionary
- 99% of AUM
- Employees
- 8
- Advisory staff
- 4
- Offices
- 4
Owners and executives on its Form ADV
- Scott P. EvansMember
- Alexander J. IngrimMember
- Xandra L. PendergrassCCO
- Spencer L. IngrimChief Commercial Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 61 | $145M | 78% |
| Individuals | 76 | $38M | 20% |
| Charitable organizations | – | $2M | 1% |
| Corporations or other businesses | – | $0M | <1% |
Disciplinary disclosures
Liberty Atlantic Advisors answers yes to 1 disclosure item 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
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗libertyatlantic.com ↗
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The full record on Liberty Atlantic Advisors
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, 1 years of filings
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- Growth over one, three and five years
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- Rank against 5,831 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Liberty Atlantic Advisors manage?
Liberty Atlantic Advisors reports $186 million in regulatory assets under management across 443 accounts, 99% of it on a discretionary basis, on its Form ADV filed July 23, 2026.
What kind of firm is Liberty Atlantic Advisors?
Liberty Atlantic Advisors 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 Liberty Atlantic Advisors’s clients?
By assets, its largest client types are high-net-worth individuals ($145 million, 61 clients); individuals ($38 million, 76 clients); charitable organizations ($2 million).
Does Liberty Atlantic Advisors have any disciplinary history?
Liberty Atlantic Advisors answers yes to 1 disclosure item 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 Liberty Atlantic Advisors’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 (2026-07-23), 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 →