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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 06-10-2005
- Office Locations
- 1
Office Locations
About Liberty Asset Management, Inc.
Ternary Advisory Group (Liberty Asset Management) is an Illinois-based fiduciary advisory firm focused on helping individuals and families plan for retirement. The team provides holistic financial planning and portfolio management across retirement planning, insurance, tax management, and estate planning. Led by attorneys who are also investment advisers, they pair legal estate-planning expertise with asset allocation using primarily public funds and ETFs, with assets custodied at Fidelity/NFS.
Reported data analysis
What the numbers show
Between September 30, 2025 and August 11, 2026, reported AUM increased 20.5%, from $143.3M to $172.7M.
Across 5 reported observations, AUM increased 59.8% between May 12, 2022 and August 11, 2026, from $108.1M to $172.7M.
Of the latest reported AUM, 92.8% is discretionary and 7.2% is non-discretionary.
The firm reports 2 advisory representatives and 243 clients, or 121.5 clients per representative. That equates to $710.8K in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on August 11, 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
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Liberty Asset Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JAMES ARTHUR MOSTELLER III
Owner, President
- CRD
- #2127099
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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RICHARD KEITH HOLMBERG
Principal
- CRD
- #5087195
Showing 1 of 2 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $160,257,720 | $345,383 |
| Non-Discretionary | $12,459,193 | $327,874 |
| Total | $172,716,913 | $344,058 |
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Separately Managed Accounts
SMA allocation detail is available
Liberty Asset Management, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.