Ingram Advisory Services, LLC

Overview

Ingram Advisory Services, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm registered with the SEC in 2025 and focuses on serving individual and family clients. Its advisory offerings center on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements include a percentage-of-AUM model plus options for hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser. The firm maintains an industry linkage to an insurance company, which may inform product access or client referrals. Ingram does not position itself as a capital allocator, instead relying on externally managed vehicles for certain exposures.

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