{"url":"https://nivawealth.com/firms/ingram-advisory-services-123508","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/123508","regulatoryAum":109309178,"crd":"123508","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"8037051","suffix":null,"lastName":"Anderson","firstName":"Tyler","middleName":"Kirk"},{"crd":"1714302","suffix":null,"lastName":"SEYMOUR","firstName":"DONNA","middleName":"MARIA"},{"crd":"1597042","suffix":null,"lastName":"SEYMOUR","firstName":"MICHAEL","middleName":"GLENN"}],"total":3,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-02-26","regulatoryAum":101679288,"clients":583,"employees":2,"offices":1},{"filedOn":"2026-07-16","regulatoryAum":109309178,"clients":380,"employees":2,"offices":1}],"secFileNumber":"801-132277","legalName":"Ingram Advisory Services, LLC","displayName":"Ingram Advisory Services","slug":"ingram-advisory-services-123508","website":"https://ingramfinancialgroup.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Florida limited liability company","fiscalYearEnd":"December","headquarters":{"street":"799 Overlook Drive","city":"Winter Haven","state":"FL","stateName":"Florida","country":"United States","postalCode":"33884"},"tradeNames":[],"registration":{"secApproved":"7 April 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":287655.7315789474,"staff":{"employees":2,"advisory":2,"brokerDealerReps":2,"insuranceAgents":2,"promoters":0},"aum":{"regulatory":109309178,"discretionary":106453854,"discretionaryAccounts":359,"nonDiscretionary":2855324,"nonDiscretionaryAccounts":166,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":359,"regulatoryAum":74082750},{"label":"High-net-worth individuals","clients":21,"regulatoryAum":35226428}],"feePrograms":[{"role":"main","program":"Portfolio Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010744","versionId":1010744,"ratePeriod":"annual","fee_billing":"arrears","submittedOn":"2026-02-20","documentName":"INGRAM ADVISORY SERVICES, LLC ADV BROCHURE","fee_rate_low":1.5,"fee_rate_high":2,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Electronic document storage","summary":"An added charge, generally $250 to $1,250 or more a year, depending on assets under management or income.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010744","versionId":1010744,"submittedOn":"2026-02-20","documentName":"INGRAM ADVISORY SERVICES, LLC ADV BROCHURE"},{"role":"other","program":"Financial planning and consulting","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010744","versionId":1010744,"submittedOn":"2026-02-20","documentName":"INGRAM ADVISORY SERVICES, LLC ADV BROCHURE"},{"role":"other","program":"Pension consulting","summary":"Fixed fee, negotiable by case; fees range from $90 to $250 per hour.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010744","versionId":1010744,"submittedOn":"2026-02-20","documentName":"INGRAM ADVISORY SERVICES, LLC ADV BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T12:41:18.370611+00:00","documents":[{"name":"INGRAM ADVISORY SERVICES, LLC ADV BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010744","versionId":1010744,"submittedOn":"2026-02-20"}]},"custodians":[{"name":"Pershing LLC","shortName":"Pershing","location":"Jersey City, NJ","smaAssets":109309178}],"custodyNote":"Ingram Advisory Services has custody of $109M in client assets for 380 clients.","otherCustodians":[],"leadership":[{"name":"Michael Seymour","title":"Managing Member/CCO","crd":"1597042"},{"name":"Donna Seymour","title":"Managing Member","crd":"1714302"}],"ownership":[{"label":"Michael Seymour","detail":"Managing member/cco in the 50% to 75% ownership band and a control person, since October 2018."},{"label":"Donna Seymour","detail":"Managing member in the 50% to 75% ownership band and a control person, since October 2018."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"799 Overlook Drive","city":"Winter Haven","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"863-326-9833","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Other"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":55},{"label":"Investment grade corporate bonds","percent":10},{"label":"Securities issued by registered investment companies or business development companies","percent":5},{"label":"Cash and cash equivalents","percent":30}],"privateFunds":0},"sources":{"adv1FilingDate":"16 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/123508/PDF/123508.pdf","brochureDate":"20 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1010744","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Ingram Advisory Services have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ingram Advisory Services offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Ingram Advisory Services charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Ingram Advisory Services use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ingram Advisory Services have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ingram Advisory Services invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ingram Advisory Services?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ingram Advisory Services get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Ingram Advisory Services?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 16 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}