Liberty Atlantic Advisors

RIASEC RegisteredEst. 2026

Total AUM

$186M

Discretionary

$185M

99% of AUM

Avg account

$419K

Accounts

443

Employees

Advisory reps

Firm details

Headquarters: Florence,
CRD number: 327738
Registered since: January 22, 2026
Website: libertyatlantic.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI78.25%
Individuals20.36%
Charitable Organizations1.25%
Corporations / Businesses0.14%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Liberty Atlantic Advisors is an independent, owner-managed registered investment adviser organized as an LLC. The firm serves individual and family clients with a mix of fee arrangements (percentage of assets, hourly and fixed fees) and provides financial planning, portfolio management for individuals and small businesses, and selection of third-party advisers. The firm identifies itself as a capital allocator that deploys client capital into third-party managers and pooled vehicles rather than running large in-house private strategies. Liberty Atlantic is not an ESG-focused manager and currently does not operate as a multi-state adviser on its ADV record.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Public Funds/Mutual Funds68%
Exchange Traded Equities16%
US Government Bonds9%
Cash & Cash Equivalents6%
Non-Exchange Traded Equities1%

Owners & executives

3 of 3

Scott Evans
CEO & Co-FounderCRD 3092973
Spencer Ingrim
Chief Commercial OfficerCRD 8114505
Xandra Pendergrass
Chief Operating Officer and Chief Compliance OfficerCRD 2159414