{
  "crd_number": 170107,
  "slug": "liquid-strategies-llc-atlanta-ga-170107",
  "primary_business_name": "LIQUID STRATEGIES, LLC",
  "legal_name": "LIQUID STRATEGIES, LLC",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-02-24",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-03-23",
  "carried_forward": false,
  "raum_total": 1446157958.0,
  "raum_discretionary": 1446157958.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 13,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 102088372.0,
      "count": 7,
      "description": "FIRM ASSETS, FAMILY OFFICE"
    },
    "investment_companies": {
      "raum": 1068850422.0,
      "count": 11
    },
    "other_investment_advisers": {
      "raum": 202000000.0,
      "count": 2,
      "fewer_than_5": true
    },
    "pooled_investment_vehicles": {
      "raum": 73219164.0,
      "count": 2
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "GA",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/COMPANY/LIQUID-STRATEGIES-LLC",
    "https://lsfunds.com",
    "https://overlayshares.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/170107",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/liquid-strategies-llc-atlanta-ga-170107",
  "display_name": "Liquid Strategies, LLC",
  "summary": "Liquid Strategies, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 23, 2026.",
  "citation": "AdvisorCensus. Liquid Strategies, LLC (CRD 170107): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for investment companies (and business development companies)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Liquid Strategies, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Liquid Strategies, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Liquid Strategies, LLC located?",
      "a": "Liquid Strategies, LLC's principal office is in Atlanta, GA, according to its Form ADV."
    },
    {
      "q": "Is Liquid Strategies, LLC registered with the SEC or a state?",
      "a": "Liquid Strategies, LLC is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 170107."
    },
    {
      "q": "How much does Liquid Strategies, LLC manage?",
      "a": "Liquid Strategies, LLC reports $1,446,157,958 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary)."
    },
    {
      "q": "How have Liquid Strategies, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Liquid Strategies, LLC: Regulatory assets under management: $458,806,269 in the October 2021 data and $1,446,157,958 in the October 2026 data, up 215%. Total employees: 9 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Liquid Strategies, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: investment companies (11); other (7); pooled investment vehicles (other than investment companies and business development companies) (2)."
    },
    {
      "q": "Does Liquid Strategies, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/170107"
    },
    {
      "q": "Does Liquid Strategies, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 19, 2026 says: \"The standard minimum account size for investment advisory services in a separate account is $1 million subject to manager discretion and on a case-by-case basis.\""
    },
    {
      "q": "What changed in Liquid Strategies, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $950,437,136 to $1,446,157,958 (+52%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 458806269.0,
      "total_employees": 9,
      "filing_date": "2021-08-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 589037956.0,
      "total_employees": 9,
      "filing_date": "2022-03-03"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 636898040.0,
      "total_employees": 10,
      "filing_date": "2023-03-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 522670737.0,
      "total_employees": 15,
      "filing_date": "2024-05-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 950437136.0,
      "total_employees": 11,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1446157958.0,
      "total_employees": 13,
      "filing_date": "2026-03-23"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 5.",
        "Regulatory assets under management went from $950,437,136 to $1,446,157,958 (+52%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 19, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$1,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The standard minimum account size for investment advisory services in a separate account is $1 million subject to manager discretion and on a case-by-case basis."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 1000000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The standard minimum account size for investment advisory services in a separate account is $1 million subject to manager discretion and on a case-by-case basis."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/liquid-strategies-llc-atlanta-ga-170107.md",
  "clients": [
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 11,
      "fewer_than_5": false,
      "raum": 1068850422.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 2,
      "fewer_than_5": false,
      "raum": 73219164.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 2,
      "fewer_than_5": true,
      "raum": 202000000.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 7,
      "fewer_than_5": false,
      "raum": 102088372.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "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/170107",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}