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INGRAM ADVISORY SERVICES, LLC

WINTER HAVEN, FL · CRD 123508 · IAPD ↗ · ingramfinancialgroup.com · 863-326-9833

$109.3MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
4States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
August 2026 — INGRAM ADVISORY SERVICES, LLC notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
March 2026 — INGRAM ADVISORY SERVICES, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
April 2025 — INGRAM ADVISORY SERVICES, LLC (WINTER HAVEN, FL) is newly SEC-registered with $101.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.