LIBERTY ADVISORY GROUP, INC.

LIBERTY ADVISORY GROUP, INC. of PONTE VEDRA BEACH, FL is an SEC-registered investment adviser (CRD 334164). Regulatory assets under management: $28.8M.

Registration

• CRD: 334164
• Type: Registered investment adviser
• Location: 228 CANAL BOULEVARD, PONTE VEDRA BEACH, FL, 32082
• Phone: (904) 834-3544
• Latest filing: 2026-05-05
• Regulatory AUM: $28.8M
• Discretionary AUM: $28.8M
• Clients: 1
• Accounts: 197

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 334164 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search