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LIBERTY ATLANTIC ADVISORS
Legal name: LIBERTY ATLANTIC ADVISORS LLC
CRD 327738File 801-132006
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$185.8M
Bottom 25% of cohort (national)
Discretionary AUM
$184.6M
Non-discretionary $1.2M
Clients
137
443 accounts
Employees
8
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Jan 22, 2026
- Principal office
- VIA SENESE, 34, FLORENCE, 50124
- Phone
- (720) 655-7510
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $185.8M
- Discretionary AUM
- $184.6M
- Non-discretionary AUM
- $1.2M
- Discretionary accounts
- 438
- Non-discretionary accounts
- 5
- Total accounts
- 443
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $261K |
| Charitable organizations | Fewer than 5 | $2.3M |
| High net worth individuals | 61 | $145.4M |
| Individuals (other than high net worth individuals) | 76 | $37.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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
- 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- Q11
- Q11A1
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.