CRD: 143672
Liberated Investor Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-25-2007
- Office Locations
- 1
Office Locations
About Liberated Investor Advisors, LLC
Liberated Investor Advisors, LLC is an Old Fort, NC-based RIA offering goal-based financial planning and investment guidance across clients' life stages. Doug Alden works closely with clients to build flexible strategies focused on protecting and growing wealth. The firm's SMA allocations are ETF-centric, and it primarily custodies assets at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 56 clients, or 56 clients per representative. That equates to $163.0K in reported AUM per client.
The profile lists 1 reported office location and 19 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
DOUGLAS DEAN ALDEN
Managing Member
- CRD
- #1029891
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JEAN ALICE ALDEN
Managing Member
- CRD
- #1466344
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,128,634 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,128,634 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Liberated Investor Advisors, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.