{
  "crd_number": 327738,
  "slug": "liberty-atlantic-advisors-florence-327738",
  "primary_business_name": "LIBERTY ATLANTIC ADVISORS",
  "legal_name": "LIBERTY ATLANTIC ADVISORS LLC",
  "dbas": [],
  "city": "Florence",
  "state": null,
  "country": "Italy",
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-01-22",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-07-23",
  "carried_forward": false,
  "raum_total": 185816561.0,
  "raum_discretionary": 184638158.0,
  "raum_non_discretionary": 1178403.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 2315055.0,
      "count": 0,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 37837330.0,
      "count": 76
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 145402855.0,
      "count": 61
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 261321.0,
      "count": 0,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "CA",
    "FL",
    "LA",
    "NV",
    "TX",
    "WA"
  ],
  "websites": [
    "https://libertyatlantic.com",
    "https://linkedin.com/company/liberty-atlantic-advisors?originalSubdomain=it",
    "https://tiktok.com/@alex_ingrim",
    "https://youtube.com/channel/UCtGYdJQ6jCgfrngMxuSyAxw"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327738",
  "disclosure_items": [
    {
      "item": "11.A(1)",
      "question": "In the past ten years, has the firm or an advisory affiliate been convicted of, or pleaded guilty or no contest to, a felony?"
    }
  ],
  "city_as_filed": "FLORENCE",
  "url": "https://advisorcensus.com/firm/liberty-atlantic-advisors-florence-327738",
  "display_name": "Liberty Atlantic Advisors",
  "summary": "Liberty Atlantic Advisors is an SEC-registered investment advisory firm in Florence, Italy, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 23, 2026.",
  "citation": "AdvisorCensus. Liberty Atlantic Advisors (CRD 327738): 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",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Liberty Atlantic Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Liberty Atlantic Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Liberty Atlantic Advisors charge?",
      "a": "Its Form ADV Part 2A brochure dated February 4, 2026 states: Flat fee: $1,000 to $4,500 a month (services to be rendered to the client). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Liberty Atlantic Advisors located?",
      "a": "Liberty Atlantic Advisors' principal office is in Florence, Italy, according to its Form ADV."
    },
    {
      "q": "Is Liberty Atlantic Advisors registered with the SEC or a state?",
      "a": "Liberty Atlantic Advisors is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 327738."
    },
    {
      "q": "How much does Liberty Atlantic Advisors manage?",
      "a": "Liberty Atlantic Advisors reports $185,816,561 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (99% discretionary)."
    },
    {
      "q": "What types of clients does Liberty Atlantic Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (76); high net worth individuals (61)."
    },
    {
      "q": "Which custodians does Liberty Atlantic Advisors use?",
      "a": "Liberty Atlantic Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Liberty Atlantic Advisors report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.A(1) (felony conviction or plea in the past ten years). 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/327738"
    },
    {
      "q": "Does Liberty Atlantic Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 4, 2026 says: \"The minimum account value required to open and maintain an account with Adviser is $700,000, subject to negotiation.\""
    },
    {
      "q": "What changed in Liberty Atlantic Advisors' recent Form ADV filings?",
      "a": "In the August 2026 filing data: Registered or notice-filed in NV."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in NV."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 4, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$700,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,000 to $4,500 a month (services to be rendered to the client)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $700,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The minimum account value required to open and maintain an account with Adviser is $700,000, subject to negotiation."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $4,500 a month (services to be rendered to the client)"
        ],
        "quotes": [
          "Flat fees typically range from $1,000 to $4,500 per month, charged in arrears."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 700000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 4500.0,
          "period": "monthly",
          "service": "services to be rendered to the client"
        }
      ]
    },
    "quotes": [
      "The minimum account value required to open and maintain an account with Adviser is $700,000, subject to negotiation.",
      "Flat fees typically range from $1,000 to $4,500 per month, charged in arrears."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "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/liberty-atlantic-advisors-florence-327738.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 76,
      "fewer_than_5": false,
      "raum": 37837330.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 61,
      "fewer_than_5": false,
      "raum": 145402855.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": true,
      "raum": 2315055.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": true,
      "raum": 261321.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item 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/327738",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}