Ingram Advisory Services provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 51–100 clients last fiscal year.
Ingram Advisory Services reports 380 clients. They include 359 individual clients and 21 high-net-worth individuals. Of its assets, 97.4% ($106M across 359 accounts) are managed with discretion; $2.86M across 166 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 94% | 68% |
| High-net-worth individuals | 6% | 32% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 359 | $74.1M | 67.8% | $206K |
| High-net-worth individuals | 21 | $35.2M | 32.2% | $1.68M |
| Total | 380 | $109M | 100% | $288K |
- Clients
- 359
- Regulatory AUM
- $74.1M
- AUM share
- 67.8%
- Avg. per client
- $206K
- Clients
- 21
- Regulatory AUM
- $35.2M
- AUM share
- 32.2%
- Avg. per client
- $1.68M
Total
- Clients
- 380
- Regulatory AUM
- $109M
- AUM share
- 100%
- Avg. per client
- $288K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Ingram Advisory Services charges 1.50%–2.00% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Electronic document storage
- An added charge, generally $250 to $1,250 or more a year, depending on assets under management or income.
- Financial planning and consulting
- Broad financial plans carry a fixed fee, generally a maximum of $5,000; single-subject planning or consulting is up to $300 an hour, negotiable.
- Pension consulting
- Fixed fee, negotiable by case; fees range from $90 to $250 per hour.
Michael Seymour owns 50% to 75% of Ingram Advisory Services. It has 2 employees.
Leadership
Michael SeymourManaging Member/CCO
Donna SeymourManaging Member
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 broker-dealer reps
- 2 insurance agents
- Owns 50% to 75% of Ingram Advisory Services, LLC
Michael Seymour
Control person · since October 2018
- Owns 50% to 75% of Ingram Advisory Services, LLC
Donna Seymour
Control person · since October 2018
Ingram Advisory Services’ regulatory assets grew from $102M (February 2025) to $109M (July 2026); clients fell from 583 to 380 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $109M | 380 | 2 | 1 |
| February 2025 | $102M | 583 | 2 | 1 |
Besides its headquarters, Ingram Advisory Services has 0 offices, with 1 listed address in Florida.
Florida · 1 listed address
- 799 Overlook Drive, Winter HavenHQ
Contact and registration details
- Legal name
- Ingram Advisory Services, LLC
- Headquarters
- 799 Overlook Drive, Winter Haven, FL 33884
- Website
- ingramfinancialgroup.com
- Phone
- 863-326-9833
- SEC file
- 801-132277
- Structure
- Florida LLC
- Fiscal year end
- December
Ingram Advisory Services uses Pershing ($109M) as custodian for its separately managed accounts. Ingram Advisory Services has custody of $109M in client assets for 380 clients.
- PershingPershing LLC · Jersey City, NJ · $109M100%
At year end, Ingram Advisory Services’ separately managed accounts were mostly in stocks (55%) and cash (30%).
What the accounts hold
- Stocks55%
- Funds5%
- Bonds10%
- Cash30%
How many clients does Ingram Advisory Services have?
Ingram Advisory Services has 380 clients and manages $109 million for them, as of July 2026. They include 359 individual clients and 21 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 July 2026
What services does Ingram Advisory Services offer?
Ingram Advisory Services provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Ingram Advisory Services charge?
Ingram Advisory Services charges 1.50%–2.00% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable.
Source: INGRAM ADVISORY SERVICES, LLC ADV BROCHURE, filed 20 February 2026
Which custodians does Ingram Advisory Services use?
Ingram Advisory Services’ separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $109M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 July 2026
How many financial advisors does Ingram Advisory Services have?
Ingram Advisory Services has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ingram Advisory Services invest in?
At the end of its last fiscal year, Ingram Advisory Services’ separately managed accounts held 55% exchange-traded equities, 30% cash and equivalents, 10% investment grade corporate bonds and 5% registered funds (mutual funds, ETFs, BDCs).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ingram Advisory Services?
Ingram Advisory Services’ direct owners are Michael Seymour (50% to 75%) and Donna Seymour (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 16 July 2026
How does Ingram Advisory Services get paid?
Ingram Advisory Services is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Ingram Advisory Services?
Ingram Advisory Services’ main office is at 799 Overlook Drive, Winter Haven, FL 33884. Its phone number is 863-326-9833. Its website is ingramfinancialgroup.com.