CRD: 123508
Ingram Advisory Services, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-07-1999
- Office Locations
- 1
Office Locations
About Ingram Advisory Services, LLC
Ingram Financial Group (Ingram Advisory Services) is a Central Florida wealth manager combining investment advisory, financial planning, active portfolio management, and insurance planning for individuals and local businesses, including 401(k) retirement plans. Led by veteran advisors Michael and Donna Seymour (30+ years each), the firm often implements allocations with ETFs and other public funds, with Pershing listed as a custodian.
Reported data analysis
What the numbers show
Between February 26, 2025 and July 16, 2026, reported AUM increased 7.5%, from $101.7M to $109.3M.
Across 5 reported observations, AUM decreased 10.3% between December 4, 2017 and July 16, 2026, from $121.8M to $109.3M.
Of the latest reported AUM, 97.4% is discretionary and 2.6% is non-discretionary.
The firm reports 2 advisory representatives and 380 clients, or 190 clients per representative. That equates to $287.7K in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on July 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Ingram Advisory Services, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Ingram Advisory Services, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DONNA MARIA SEYMOUR
Managing Member
- CRD
- #1714302
- Ownership
- 50% but less than 75%
MICHAEL GLENN SEYMOUR
Chief Compliance Officer, Managing Member
- CRD
- #1597042
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
Tyler Kirk Anderson
--
- CRD
- #8037051
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $106,453,854 | $296,529 |
| Non-Discretionary | $2,855,324 | $17,201 |
| Total | $109,309,178 | $208,208 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Ingram Advisory Services, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.