LIBERTY ASSET MANAGEMENT, INC.

CRD 135791File 801-125862

APPROVED

Retail clients

Filing as of Aug 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$172.7M

Bottom 25% of cohort (national)

Discretionary AUM

$160.3M

Non-discretionary $12.5M

Clients

243

502 accounts

Employees

Bottom 25% of cohort in IL

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Jun 10, 2022
Principal office: 3550 HOBSON ROAD, SUITE 101, WOODRIDGE, IL, 60517
Phone: 630-789-9653
Website: HTTPS://WWW.FACEBOOK.COM/LIBERTYASSETMANAGEMENT/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $172.7M
Discretionary AUM: $160.3M
Non-discretionary AUM: $12.5M
Discretionary accounts: 464
Non-discretionary accounts: 38
Total accounts: 502
AUM per client: $711K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	39	$88.7M
Individuals (other than high net worth individuals)	204	$84.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
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

This firm answered no to every Item 11 disclosure question in this filing.

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.