Liberty Atlantic Advisors is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 9, 2026, reports $186M in regulatory assets under management, 8 employees, 3 offices, and 443 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 55.5% of total clients.
Top client categories% of clientsClients
1
Individuals
55.5%
76
2
HNWI
44.5%
61
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$186Mas of February 9, 2026
Discretionary99.4%
$185M
99% of total RAUM99.4%
Non-discretionary0.6%
$1M
1% of total RAUM0.6%
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.
Total AUM$186M
Total Accounts443
10Y AUM Change+$87M (+88.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee17:1
10Y Employee Change+2 (+33.3%)
* 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.