# Liberty Advisory Group, Inc.

> Liberty Advisory Group, Inc. is a state-registered investment advisory firm in Ponte Vedra Beach, FL, registered since 2025, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 5, 2026.

- CRD: 334164
- Filed as: LIBERTY ADVISORY GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ponte Vedra Beach, FL
- Filing period: October 2026
- Form ADV filing dated: May 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334164
- AdvisorCensus page: https://advisorcensus.com/firm/liberty-advisory-group-inc-ponte-vedra-beach-fl-334164

## Quick answers

**How is Liberty Advisory Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Liberty Advisory Group, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Liberty Advisory Group, Inc. located?**
Liberty Advisory Group, Inc.'s principal office is in Ponte Vedra Beach, FL, according to its Form ADV.

**Is Liberty Advisory Group, Inc. registered with the SEC or a state?**
Liberty Advisory Group, Inc. is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334164.

**How much does Liberty Advisory Group, Inc. manage?**
Liberty Advisory Group, Inc. reports $28,849,163 in regulatory assets under management in its Form ADV filing dated May 5, 2026 (100% discretionary).

**What types of clients does Liberty Advisory Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (119); high net worth individuals (3).

**Does Liberty Advisory Group, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/334164

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $28,849,163
- Discretionary: $28,849,163
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 119 | $23,935,915 |
| High net worth individuals | 3 | $4,913,248 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [libertyadvisorygroup.com](https://libertyadvisorygroup.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Liberty Advisory Group, Inc. (CRD 334164): Form ADV filing data as of October 2026.