Ingram Advisory Services, LLC

Overview

Ingram Advisory Services, LLC is an SEC registered investment adviser based in Winter Haven, FL, registered since 2005. It reports $109M in assets under management across 525 accounts, with 2 employees. It has 3 investment adviser representatives.

Reported AUM

$109M

Discretionary

97%

Accounts

525

Average account

$208K

Employees

2

Advisory reps

3

Registered since

2005

Jurisdictions

4

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Donna Maria Seymour Managing Member CRD 1714302
• Michael Glenn Seymour Managing Member CRD 1597042

Advisory reps 3 of 3

• Tyler Kirk Anderson Registered Rep · Investment Adviser Rep CRD 8037051
• Donna Maria Seymour Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1714302
• Michael Glenn Seymour Insurance Agent · Registered Rep · Investment Adviser Rep CRD 1597042

Location

Headquarters

799 Overlook Dr
Winter Haven, FL 33884

County

Polk

Metro area

Lakeland-Winter Haven, FL

Region

South

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: ingramfinancialgroup.com

Every state, with registration dates

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