Liberty Atlantic Advisors

RIASEC & State Registered

Total AUM

$186M

Discretionary

$185M

99% of AUM

Avg account

$419K

Accounts

443

Employees

Advisory reps

Firm details

Headquarters: Florence,
CRD number: 327738
Registered since: January 22, 2026
Website: libertyatlantic.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI78.25%
Individuals20.36%
Charitable Organizations1.25%
Corporations / Businesses0.14%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Liberty Atlantic Advisors LLC is an independent, privately owned registered investment adviser that focuses on serving individual and family clients. The firm is SEC registered (registered in 2026) and operates as a capital allocator and wealth manager. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fee arrangements include percentage of AUM, hourly charges and fixed fees. Liberty Atlantic does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Public Funds/Mutual Funds68%
Exchange Traded Equities16%
US Government Bonds9%
Cash & Cash Equivalents6%
Non-Exchange Traded Equities1%

Owners & executives

3 of 4

Xandra Pendergrass
Chief Operating Officer and Chief Compliance OfficerCRD 2159414
Scott Evans
CEO & Co-FounderCRD 3092973
Spencer Ingrim
Chief Commercial OfficerCRD 8114505