INGRAM ADVISORY SERVICES, LLC

Overview

Ingram Advisory Services, LLC operates as an independent registered investment adviser focused on individuals and family clients. The firm blends financial planning with direct portfolio management for individuals and small businesses, and it provides pension consulting on a selective basis. Its revenue model combines asset-based fees with hourly and fixed-fee engagements, giving flexibility for both ongoing investment relationships and project work. Investment activity is concentrated on liquid public markets with a clear tilt toward equities; the firm favors exchange-traded exposures as the core of client portfolios while supplementing them with targeted income and alternative strategies. Ingram Advisory Services does not act as a capital allocator running proprietary funds; instead it sources third-party managers for non-core strategies. The firm is not positioned as an ESG investor and maintains a single-state registration posture. An insurance company affiliation supports its use of insurance-wrapped products when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices