SourcingSourcing

INGRAM ADVISORY SERVICES, LLC

A68
CRD 123508·SEC 801-132277·WINTER HAVEN, FL
AUM
$109.3M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$328K
@ 30% margin
Est. Deal Value
$2.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INGRAM ADVISORY SERVICES, LLC
CRD
123508
SEC file #
801-132277
EIN
—
DBA names
—

Economics

AUM
$109.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$80.6M → $109.3M▲ +36%
Client mix
Individuals Other359
Individuals High Net Worth21

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
5 advisors → 2 advisors▼ -60%
Primary office
WINTER HAVEN FL
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/20/2026
ADV-W filed at
—
Website
ingramfinancialgroup.com

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SEYMOUR, DONNA, MARIA
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SEYMOUR, DONNA, MARIA
SEYMOUR, MICHAEL, GLENN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
INGRAMFINANCIALGROUP.COM
Rdap Domain Creation Date
2000-02-03T01:21:08Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2153
Soi Zip Pct 200k Plus
0.0573
Soi Zip Returns 200k Plus
1,000
Soi Zip Total AGI
1,549,845
Fdic Zip Total Deposits
7,291,282,000
Fdic Zip Branch Count
157
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Pershing4
E*trade4
Fdic Zip Branches Raw
NationsBank of Florida, N.A.Winter Haven, FL
NationsBank of Florida, N.A.Winter Haven, FL
Fdic Zip HHI
2054.48
Fdic Zip Top Bank Share Pct
39.07
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-02-03T01:21:08Z
Rdap Domain Last Changed
2023-12-06T20:39:22Z
Rdap Nameservers
Ns13.worldnic.comNs14.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI63,728
Returns4,830
Stub 2
AGI157,460
Returns4,300
Stub 3
AGI170,504
Returns2,770
Soi Zip Total Business Income
28,138
Soi Zip Total Cap Gains
178,933
Soi Zip Total Dividends
34,076
Soi Zip Total Returns
17,460
Top Owner CRD
1714302
Trust Company Affiliate
No

People (2)

2
SEYMOUR, DONNA, MARIA
IAR · Direct Owner · 62.5%
1714302
SEYMOUR, MICHAEL, GLENN
IAR · Direct Owner · 62.5%
1597042