# LIQUID STRATEGIES, LLC

LIQUID STRATEGIES, LLC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 170107
- Type: SEC-registered investment adviser
- SEC file number: 801-79222
- Location: 3550 LENOX ROAD NE, SUITE 2550, ATLANTA, GA, 30326
- Phone: 800-970-2725
- Latest filing: 2026-03-23
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Clients: 13
- Accounts: 22

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Other

## Officers, owners & control persons (22)

| Name | Role | Location |
| --- | --- | --- |
| Clayton Shawn Gibson | MEMBER, CIO | Blue Bell, PA |
| Terrence M Pegula | MEMBER | — |
| Kim S Pegula | MEMBER | — |
| George Bradley Ball | MANAGING MEMBER/CEO | — |
| Justin Caldwell Boller | MEMBER | — |
| Adam Clement Stewart | MEMBER | — |
| Peter Francis Welch | CFO; CONTROLLER | — |
| Parimal H Patel | CCO; CHIEF COMPLIANCE OFFICER | — |
| BALL GEORGE BRADLEY | MANAGEMENT COMMITTEE; MANAGING MEMBER; MANAGING MEMBER, CEO (+1 more) | — |
| GARFINKEL MARK DANIEL | MANAGEMENT COMMITTEE | — |
| STEWART ADAM CLEMENT | MEMBER | — |
| PAOLELLA CHRISTOPHER JOSEPH | MANAGEMENT COMMITTEE; MEMBER | — |
| BEHRE JAMES NICHOLSON | MANAGEMENT COMMITTEE | — |
| GIBSON CLAYTON SHAWN | MEMBER, CIO | — |
| PEGULA TERRENCE M | MEMBER | — |
| PEGULA KIM S | MEMBER | — |
| BENSON THERESA NEITZEL | MEMBER, COO | — |
| GIBSON SHAWN C | MEMBER, CIO | — |
| NEWBERG LAURA BETH | CCO | — |
| WELCH PETER FRANCIS | CCO AND CONTROLLER; CONTROLLER; CONTROLLER AND CCO | — |
| BOLLER JUSTIN CALDWELL | MEMBER | — |
| PATEL PARIMAL H | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170107/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170107/similar
- Related entities: https://search.stillhousedata.com/firm/170107/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170107

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.