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LIEBLONG & ASSOCIATES, INC.

CRD 42578File 801-78968
APPROVED
Retail clients
Custody
Filing as of Dec 16, 2025
Feed vintage Aug 17, 2026
Regulatory AUM
$197.9M
Below cohort median (national)
Discretionary AUM
$197.9M
Clients
126
132 accounts
Employees
4
Below cohort median in AR

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
FWRO
Registration date
Jan 2, 2014
Principal office
10809 EXECUTIVE CENTER DRIVE, SUITE 117, LITTLE ROCK, AR, 72211
Phone
501-219-2003
Website
Not reported

Assets & accounts

ADV Item 5F
Total regulatory AUM
$197.9M
Discretionary AUM
$197.9M
Non-discretionary AUM
$0
Discretionary accounts
132
Non-discretionary accounts
0
Total accounts
132
AUM per client
$1.6M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$5.0M
High net worth individuals68$61.5M
Pooled investment vehicles1$105.1M
Pension and profit sharing plansFewer than 5$9.1M
Individuals (other than high net worth individuals)57$17.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for other
  • Portfolio management for businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
Yes
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

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

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.