Single Family OfficeRIA · CRD 123508SEC-Registered

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Ingram Advisory Services

INGRAM ADVISORY SERVICES, LLC is an SEC-registered investment adviser in Winter Haven, FL, registered since 2025. The firm manages $109 million in assets, $106...

Ingram Advisory Services

INGRAM ADVISORY SERVICES, LLC is an SEC-registered investment adviser in Winter Haven, FL, registered since 2025. The firm manages $109 million in assets, $106 million on a discretionary basis. It has 2 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Year founded

AUM

$500M - $2B (Altss estimate)

Location

Region

North America

Country

United States

City

Nashville

Corporate office

Nashville, TN, United States

Principals

Orrin H. Ingram

Principal

Sector focus

Logistics & Supply ChainEnergy Transition & RenewablesEnterprise SoftwareMedia & EntertainmentReal EstateIndustrial Tech

Frequently asked questions

What is the origin of the wealth managed by Ingram Advisory Services?

The wealth originates from Ingram Industries, the Nashville-based conglomerate founded by Orrin Ingram's ancestors. The enterprise grew through Ingram Micro (technology distribution, sold to the public in 1996), Ingram Content Group (the largest U.S. book distributor), and Ingram Barge Company (a major inland marine transportation operator). The Ingram family has maintained private control of the barge and content-distribution businesses while cycling capital into new ventures.

Is Ingram Advisory Services a single family office or a multi-family office?

It operates strictly as a single family office for Orrin H. Ingram and his immediate family. The firm does not market itself to external clients or solicit outside capital, consistent with a classic single-family-office structure designed for generational wealth preservation and reinvestment.

What investment sectors does Orrin Ingram's family office target?

The portfolio concentrates on sectors adjacent to the Ingram family's operational expertise: logistics, supply-chain technology, enterprise software, energy and marine services, real estate, and media/content. Venture and growth-stage investments typically flow through affiliated structures including Ingram Ventures, targeting companies that benefit from the family's distribution and infrastructure knowledge.

Does Ingram Advisory Services make direct investments or only fund commitments?

The firm deploys capital through a mix of direct investments, co-investments, fund commitments, and strategic venture allocations. The family's operational heritage in distribution and logistics means direct deals often involve businesses where the Ingram network can provide industry-specific operating expertise beyond passive check-writing.

How is Ingram Advisory Services related to the operating companies — Ingram Barge, Ingram Content Group, and the former Ingram Micro?

Orrin H. Ingram serves as president of Ingram Industries and chairman of Ingram Barge Company while simultaneously directing the family-office investment function. This dual role creates a uniquely integrated structure in which the investment office and the operating businesses share leadership, deal-flow awareness, and institutional knowledge. Ingram Micro was taken public in 1996 and later sold; it is no longer under family control, but its legacy shaped substantial portions of the family's capital base.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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