{
  "crd_number": 123508,
  "slug": "ingram-advisory-services-llc-winter-haven-fl-123508",
  "primary_business_name": "INGRAM ADVISORY SERVICES, LLC",
  "legal_name": "INGRAM ADVISORY SERVICES, LLC",
  "dbas": [],
  "city": "Winter Haven",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "29460",
  "metro": {
    "cbsa_code": "29460",
    "common_name": "Lakeland",
    "msa_name": "Lakeland-Winter Haven, FL",
    "path": "/advisors/fl/lakeland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-04-07",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-07-16",
  "carried_forward": false,
  "raum_total": 109309178.0,
  "raum_discretionary": 106453854.0,
  "raum_non_discretionary": 2855324.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 74082750.0,
      "count": 359
    },
    "high_net_worth_individuals": {
      "raum": 35226428.0,
      "count": 21
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "FL",
    "GA",
    "OH",
    "TX"
  ],
  "websites": [
    "https://ingramfinancialgroup.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/123508",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    },
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "WINTER HAVEN",
  "url": "https://advisorcensus.com/firm/ingram-advisory-services-llc-winter-haven-fl-123508",
  "display_name": "Ingram Advisory Services, LLC",
  "summary": "Ingram Advisory Services, LLC is an SEC-registered investment advisory firm in Winter Haven, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 16, 2026.",
  "citation": "AdvisorCensus. Ingram Advisory Services, LLC (CRD 123508): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Ingram Advisory Services, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ingram Advisory Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Ingram Advisory Services, LLC located?",
      "a": "Ingram Advisory Services, LLC's principal office is in Winter Haven, FL, according to its Form ADV."
    },
    {
      "q": "Is Ingram Advisory Services, LLC registered with the SEC or a state?",
      "a": "Ingram Advisory Services, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 123508."
    },
    {
      "q": "How much does Ingram Advisory Services, LLC manage?",
      "a": "Ingram Advisory Services, LLC reports $109,309,178 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (97% discretionary)."
    },
    {
      "q": "How have Ingram Advisory Services, LLC's assets and staff changed since 2025?",
      "a": "In the Form ADV data for Ingram Advisory Services, LLC: Regulatory assets under management: $101,679,288 in the October 2025 data and $109,309,178 in the October 2026 data, up 8%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Ingram Advisory Services, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (359); high net worth individuals (21)."
    },
    {
      "q": "Which custodians does Ingram Advisory Services, LLC use?",
      "a": "Ingram Advisory Services, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Ingram Advisory Services, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation) and 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/123508"
    },
    {
      "q": "What changed in Ingram Advisory Services, LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Registered or notice-filed in OH."
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 101679288.0,
      "total_employees": 2,
      "filing_date": "2025-02-26"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 109309178.0,
      "total_employees": 2,
      "filing_date": "2026-07-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in OH."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/ingram-advisory-services-llc-winter-haven-fl-123508.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 359,
      "fewer_than_5": false,
      "raum": 74082750.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 21,
      "fewer_than_5": false,
      "raum": 35226428.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/123508",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}