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INGRAM ADVISORY SERVICES, LLC
CRD 123508File 801-132277
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$109.3M
Bottom 25% of cohort (national)
Discretionary AUM
$106.5M
Non-discretionary $2.9M
Clients
380
525 accounts
Employees
2
Bottom 25% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Apr 7, 2025
- Principal office
- 799 OVERLOOK DRIVE, WINTER HAVEN, FL, 33884
- Phone
- 863-326-9833
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $109.3M
- Discretionary AUM
- $106.5M
- Non-discretionary AUM
- $2.9M
- Discretionary accounts
- 359
- Non-discretionary accounts
- 166
- Total accounts
- 525
- AUM per client
- $288K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 21 | $35.2M |
| Individuals (other than high net worth individuals) | 359 | $74.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E2
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.