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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

LIBERTY ASSET MANAGEMENT

LIBERTY ASSET MANAGEMENT, LLC, CRD 142094

ALLENTOWN, PA

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:fd0d3d2a-c670-2a4c-ddc8-6fb8caf99cd4

Data as of Aug 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 0
On other graphs: 0
Observed: Mar 23, 2012 to Aug 13, 2026
23 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=0.97 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=5.0
Regulatory AUM: $141MItem 5.F on the latest filing (2026-08-13); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $141M
Private client RAUM: $137MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $23.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 579
Individual clients: 302
High net worth clients: 26
SEC number: 801-132496
CRD: 142094
Filings on the tape: 23
First filed: Mar 23, 2012
Latest filed: Aug 13, 2026
Organised: Limited Liability Company, PA

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
RICHARD ERIC FRABLE	Certified Financial Planner	ALLENTOWN, PA	19	34	n/a	yes
GARY STEPHEN MAYO	Certified Financial Planner	ALLENTOWN, PA	17	44	1	yes
CHARLES JAMES NOTI	n/a	ALLENTOWN, PA	16	34	1	yes
BENJAMIN TYLER CHUNKO	n/a	Hellertown, PA \| ALLENTOWN, PA	13	23	1	yes
Kent Lane	n/a	Hellertown, PA \| ALLENTOWN, PA	3	9	n/a	yes
Dylan Justice Purdy	n/a	ALLENTOWN, PA	0	12	1	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
FRABLE, RICHARD, ERIC	MEMBER, CHIEF COMPLIANCE OFFICER	E	yes	09/2006	Mar 23, 2012	Jun 5, 2015

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
DELRAY BEACH	FL	United States	n/a	no

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 25, 2026	$141M	$141M	8	5	1	n/a	n/a
2014	Feb 19, 2015	$34.5M	$34.5M	6	3	n/a	n/a	n/a
2013	Mar 18, 2014	$103M	$30.2M	7	4	n/a	n/a	n/a
2012	Mar 21, 2013	$166M	$53.7M	9	5	n/a	n/a	n/a
2011	Mar 23, 2012	$131M	$31.7M	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
1	0	1	0.0%	1	0	0	1	0

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	$141M	n/a	n/a	n/a	n/a	9	n/a	1	n/a

Relationships

Registered with (9)

← Dylan Justice PurdyAdvisorregistration: current employment
Jun 30, 2026 to presentfactForm ADV
← Kent LaneAdvisorregistration: current employment
Jul 14, 2023 to presentfactForm ADV
← BENJAMIN TYLER CHUNKOAdvisorregistration: current employment
Feb 14, 2013 to presentfactForm ADV
← CHARLES JAMES NOTIAdvisorregistration: current employment
Jun 10, 2010 to presentfactForm ADV
← GARY STEPHEN MAYOAdvisorregistration: current employment
Oct 17, 2008 to presentfactForm ADV
← RICHARD ERIC FRABLEAdvisorregistration: current employment
Dec 19, 2006 to presentfactForm ADV
← Richard LOUIS TrottaAdvisorregistration: previous registration
Nov 20, 2012 to Aug 6, 2013factForm ADV
← ANDREW FRANCIS AIGNERAdvisorregistration: previous registration
Mar 3, 2008 to May 8, 2012factForm ADV
← DEVIN ASHLEY BORNAdvisorregistration: previous registration
Sep 14, 2007 to Apr 29, 2008factForm ADV

Controls (1)

← FRABLE, RICHARD, ERICOwnerMEMBER, CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 23, 2012 to Jun 5, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fd0d3d2a-c670-2a4c-ddc8-6fb8caf99cd4
First observed: Mar 23, 2012
Last observed: Aug 13, 2026 37 days 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.

LIBERTY ASSET MANAGEMENT

LIBERTY ASSET MANAGEMENT, LLC, CRD 142094

ALLENTOWN, PA

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:fd0d3d2a-c670-2a4c-ddc8-6fb8caf99cd4

Data as of Aug 13, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:06 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RICHARD ERIC FRABLE

Certified Financial Planner

ALLENTOWN, PA

n/a

yes

GARY STEPHEN MAYO

Certified Financial Planner

ALLENTOWN, PA

yes

CHARLES JAMES NOTI

n/a

ALLENTOWN, PA

yes

BENJAMIN TYLER CHUNKO

n/a

Hellertown, PA | ALLENTOWN, PA

yes

Kent Lane

n/a

Hellertown, PA | ALLENTOWN, PA

n/a

yes

Dylan Justice Purdy

n/a

ALLENTOWN, PA

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

FRABLE, RICHARD, ERIC

MEMBER, CHIEF COMPLIANCE OFFICER

yes

09/2006

Mar 23, 2012

Jun 5, 2015

City

State

Country

Employees

Also broker-dealer

DELRAY BEACH

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 25, 2026

$141M

n/a

2014

Feb 19, 2015

$34.5M

n/a

2013

Mar 18, 2014

$103M

$30.2M

n/a

2012

Mar 21, 2013

$166M

$53.7M

n/a

2011

Mar 23, 2012

$131M

$31.7M

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

$141M

n/a