WINTER HAVEN, FLCRD 123508Latest ADV February 20, 2026
Ingram Advisory Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Winter Haven, FL. Its latest Form ADV filing, dated February 20, 2026, reports $109M in regulatory assets under management, 2 employees, and 525 accounts.
Assets Under Management
$109M
Employees
2
Offices
--
Total Clients
380
Primary office
WINTER HAVEN, FL
799 OVERLOOK DRIVE, WINTER HAVEN, FL, United States
Top client segmentIndividuals represent 94.5% of total clients.
Top client categories% of clientsClients
1
Individuals
94.5%
359
2
HNWI
5.5%
21
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$109Mas of February 20, 2026
Discretionary97.4%
$106M
97% of total RAUM97.4%
Non-discretionary2.6%
$3M
3% of total RAUM2.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$109M
Total Accounts525
10Y AUM Change$-12M (-10.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee190:1
10Y Employee Change-3 (-60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.