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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INGRAM ADVISORY SERVICES, LLC

CRD 123508

WINTER HAVEN, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e794adeb-6731-c9b6-d5da-280564797354

Data as of Jul 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 1
On other graphs: 0
Observed: Mar 7, 2012 to Jul 16, 2026
21 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $109MItem 5.F on the latest filing (2026-07-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $106M
Private client RAUM: $109MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $36.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 525
Individual clients: 359
High net worth clients: 21
Custody, client assets: $109M
SEC number: 801-132277
CRD: 123508
Filings on the tape: 21
First filed: Mar 7, 2012
Latest filed: Jul 16, 2026
Organised: Limited Liability Company, FL
Website: ingramfinancialgroup.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL GLENN SEYMOUR	n/a	WINTER HAVEN, FL	17	39	3	yes
DONNA MARIA SEYMOUR	n/a	WINTER HAVEN, FL	17	39	4	yes
Tyler Kirk Anderson	n/a	WINTER HAVEN, FL	0	11	n/a	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SEYMOUR, MICHAEL, GLENN	CHIEF COMPLIANCE OFFICER/MANAGING MEMBER	E	yes	10/2008	Mar 7, 2012	Oct 24, 2019

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
INGRAM FINANCIAL GROUP, INC.	n/a	n/a	n/a	Y	no	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 20, 2026	$109M	$106M	2	2	0	n/a	n/a
2024	Feb 26, 2025	$102M	$98.4M	2	2	0	n/a	n/a
2018	Mar 28, 2019	$80.6M	$80.6M	5	5	0	n/a	n/a
2017	Mar 22, 2018	$105M	$100M	5	5	0	n/a	n/a
2016	Mar 6, 2017	$122M	$110M	5	5	n/a	n/a	n/a
2015	Mar 28, 2016	$128M	$100M	4	4	n/a	n/a	n/a
2014	Feb 17, 2015	$136M	$120M	4	4	n/a	n/a	n/a
2013	Jan 27, 2014	$126M	$86.5M	4	4	n/a	n/a	n/a
2012	Mar 20, 2013	$139M	$93.0M	10	5	n/a	n/a	n/a
2011	Mar 7, 2012	$200M	$125M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$109M	$102M	7.5%	n/a	n/a	2	2	0	0

Relationships

Registered with (10)

← Tyler Kirk AndersonAdvisorregistration: current employment
Sep 11, 2026 to presentfactForm ADV
← DONNA MARIA SEYMOURAdvisorregistration: current employment
Sep 15, 2009 to presentfactForm ADV
← MICHAEL GLENN SEYMOURAdvisorregistration: current employment
Nov 4, 2008 to presentfactForm ADV
← Tyler Michael SeymourAdvisorregistration: previous registration
Jun 28, 2022 to Dec 16, 2024factForm ADV
← David Matthew BilkaAdvisorregistration: previous registration
Jan 5, 2011 to May 24, 2013factForm ADV
← JEFFREY LYNN TOADVINEAdvisorregistration: previous registration
Feb 26, 2009 to Dec 3, 2012factForm ADV
← NICOLAS SHANE TOADVINEAdvisorregistration: previous registration
Sep 22, 2004 to Feb 2, 2012factForm ADV
← BRYSON TYLER MACCHIONEAdvisorregistration: previous registration
Sep 9, 2009 to May 25, 2011factForm ADV
← EDGAR ALLEN THOMASAdvisorregistration: previous registration
Jan 4, 2006 to Aug 21, 2009factForm ADV
← JULIE LYNN PHILLIPSAdvisorregistration: previous registration
Oct 6, 2004 to Jan 20, 2009factForm ADV

Controls (1)

← SEYMOUR, MICHAEL, GLENNOwnerCHIEF COMPLIANCE OFFICER/MANAGING MEMBER, ownership code E, individual
Mar 7, 2012 to Oct 24, 2019factForm ADV

Dated events

Occurred
Dec 16, 2024
Advisor changed firm
Tyler Michael Seymour left Ingram Advisory Services, Llc for The Nalls Sherbakoff Group, Llc (registered 2024-11-15)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e794adeb-6731-c9b6-d5da-280564797354
First observed: Mar 7, 2012
Last observed: Jul 16, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INGRAM ADVISORY SERVICES, LLC

CRD 123508

WINTER HAVEN, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e794adeb-6731-c9b6-d5da-280564797354

Data as of Jul 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:27 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL GLENN SEYMOUR

n/a

WINTER HAVEN, FL

yes

DONNA MARIA SEYMOUR

n/a

WINTER HAVEN, FL

yes

Tyler Kirk Anderson

n/a

WINTER HAVEN, FL

n/a

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SEYMOUR, MICHAEL, GLENN

CHIEF COMPLIANCE OFFICER/MANAGING MEMBER

yes

10/2008

Mar 7, 2012

Oct 24, 2019

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

INGRAM FINANCIAL GROUP, INC.

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 20, 2026

$109M

$106M

n/a

2024

Feb 26, 2025

$102M

$98.4M

n/a

2018

Mar 28, 2019

$80.6M

n/a

2017

Mar 22, 2018

$105M

$100M

n/a

2016

Mar 6, 2017

$122M

$110M

n/a

2015

Mar 28, 2016

$128M

$100M

n/a

2014

Feb 17, 2015

$136M

$120M

n/a

2013

Jan 27, 2014

$126M

$86.5M

n/a

2012

Mar 20, 2013

$139M

$93.0M

n/a

2011

Mar 7, 2012

$200M

$125M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$109M

$102M

7.5%

n/a