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Asset manager · Atlanta, GA

Liquid Strategies, LLC

SEC-registered investment adviser · CRD 170107 · SEC 801-79222

At a glance

Liquid Strategies, LLC is an SEC-registered investment adviser based in Atlanta, Georgia, with $1.4 billion in regulatory assets under management as of its Form ADV filed March 23, 2026. Its largest client group by assets is investment companies. By Form ADV it is a asset manager, ranked 1,186th of 3,218 asset managers and 4,356th of 17,210 SEC-registered advisers by assets.

Main office 800-970-2725LinkedInAs filed on Form ADV

Regulatory AUM
$1.4B
Rank among asset managers
#1,186 of 3,218
Rank among all SEC RIAs
#4,356 of 17,210
Rank in Georgia
#79 of 331
Clients
22
Accounts
22
Discretionary
100% of AUM
Employees
13
Advisory staff
5
Offices
3

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Liquid Strategies, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
Investment companies11$1.1B74%
Other investment advisers2$202M14%
Other7$102M7%
Pooled investment vehicles2$73M5%

Private funds

Liquid Strategies, LLC reports 2 private funds with $73M in gross assets: hedge funds (Form ADV Item 7.B).

Disciplinary disclosures

Liquid Strategies, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Other services

How it’s paid

  • A percentage of assets under management

Form ADV and brochures on the SEC’s adviser search ↗

AtlasMembers

The full record on Liquid Strategies, 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
Locked
Rank against 960 peers of its type and size
Locked
Owners and executives, with titles and stakes
6 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
1Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Liquid Strategies, LLC manage?

Liquid Strategies, LLC reports $1.4 billion in regulatory assets under management across 22 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 23, 2026.

What kind of firm is Liquid Strategies, LLC?

Liquid Strategies, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.

Who are Liquid Strategies, LLC’s clients?

By assets, its largest client types are investment companies ($1.1 billion, 11 clients); other investment advisers ($202 million, 2 clients); other ($102 million, 7 clients).

Does Liquid Strategies, LLC manage private funds?

Yes. It reports 2 private funds with $73 million in gross assets, including hedge funds.

Does Liquid Strategies, LLC have any disciplinary history?

Liquid Strategies, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Liquid Strategies, 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 (2026-03-23), 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 →