Single Family OfficeRIA · CRD 334164SEC-Registered

Updated:

Liberty Advisory Group

Liberty Advisory Group, Inc. is an SEC-registered investment adviser in Ponte Vedra Beach, FL. The firm manages approximately $29 million in regulatory assets.

Liberty Advisory Group

Liberty Advisory Group, Inc. is an SEC-registered investment adviser in Ponte Vedra Beach, FL. The firm manages approximately $29 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Frequently asked questions

Who runs investment decisions at Liberty Advisory Group?

The principals and investment decision-makers at Liberty Advisory Group have not been publicly identified. The firm operates without a public-facing website or LinkedIn presence, and no executive names appear in regulatory filings or press reports tied to the entity. Without primary-source disclosure, the governance structure and key decision-makers remain unknown to outside allocators.

Is Liberty Advisory Group structured as a single family office or does it manage outside capital?

The firm's 'AG' and corporate registration suffix suggest it is organized as a corporation, but it does not publicly market to external investors or disclose any third-party capital relationships. The absence of a public brand, marketing materials, or named external clients points toward a single-family office structure, though this has not been confirmed by the firm itself.

Does Liberty Advisory Group participate in fund commitments or only direct deals?

No specific fund commitments, direct deals, or co-investments have been reported for Liberty Advisory Group in the public domain. The firm's strategy — whether it favors funds, directs, or a hybrid model — is not disclosed. Any external GP looking to source capital from this entity would have no public signal of mandate or process.

Which sectors does Liberty Advisory Group explicitly avoid?

There is no public information on sector exclusions or investment policies for Liberty Advisory Group. The firm has not published an ESG policy, an annual letter, or any investment commentary that would clarify its stance on specific industries or asset classes.

Where does the underlying wealth of Liberty Advisory Group come from?

The origin of the capital managed by Liberty Advisory Group is not publicly disclosed. No wealth-creation event, operating company, or founding family has been linked to the entity in press reports, public records, or regulatory filings.

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