Liberty Atlantic Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Liberty Atlantic Advisors is a team-based SEC-registered investment adviser serving individual and high‑net‑worth clients with discretionary portfolio management, financial planning, and sub‑advisory services. The firm reports managing roughly $186 million across about 137 client relationships and typically applies a minimum account size for new client engagements.
The firm’s investment approach centers on fundamental analysis and longer‑term portfolio construction, using diversified allocations that may include bonds, equities, ETFs, REITs and alternative investments, and adapting strategies for special situations such as low‑basis stock, stock options, legacy holdings, inheritances, or closely held businesses. Management is primarily discretionary, and the firm also employs third‑party sub‑advisers for specialized strategies while conducting periodic due diligence on those relationships.
Distinctive aspects disclosed in the brochure include a material non‑U.S. client presence and explicit limitations the firm may impose on servicing clients outside the United States due to custodial and tax considerations, plus recent material changes to its registration status. The firm also holds a minority ownership interest in a CPA firm, notes principals who are licensed insurance agents and an attorney on staff (not currently practicing), and describes processes for disclosing and managing the conflicts those affiliations can create.
Client services
Expertise
Fee options
Flat fees typically range from $1,000 to $4,500 per month, charged in arrears
$0 - $500,000: 1.45% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% Above $10,000,000+: Negotiable
$500/hour for standalone financial planning services, charged monthly in arrears
Account minimum: $700,000 Fee-only: Hourly rate of $500 for standalone financial planning services, charged monthly in arrears
Main office
Princeton TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Chase Buchanan Usa · Chase Buchanan Wealth Management · Chase Buchanan Wealth Management, LLC · Liberty Atlantic Advisors · Liberty Atlantic Advisors LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ricardo J
Series 65
Remote
Liberty Atlantic Advisors
Ricardo Jesus is a financial advisor with Liberty Atlantic Advisors and holds the Series 65 designation. He has three years of industry experience, having worked at several firms including Beacon Global Advisor Network and Chase Buchanan Wealth Management. His prior roles also include positions outside the industry, such as at ASM Sports Group and the University of Tulsa. Liberty Atlantic Advisors is a team-based SEC-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and sub-advisory services. The firm’s approach emphasizes fundamental analysis and long-term portfolio construction through diversified allocations tailored to specialized client needs.
Scott E
CFP®, CFA®, Series 63, Series 65, Series 66
Princeton, TX
Liberty Atlantic Advisors
Scott Evans is a CFP® and CFA® charterholder with 13 years of industry experience. He currently works at Liberty Atlantic Advisors and has held positions at firms including Beacon Global Advisor Network and Northwestern Mutual. He is also a licensed insurance agent involved in insurance product sales. Liberty Atlantic Advisors is a team-based SEC-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and sub-advisory services. The firm’s investment approach emphasizes fundamental analysis and longer-term portfolio construction with diversified allocations, including the use of third-party sub-advisers for specialized strategies.
Scott B
CFP®, ChFC®, Series 63
Remote
Liberty Atlantic Advisors
Scott Beasley is a CFP® and ChFC® with six years of industry experience. He is currently with Liberty Atlantic Advisors, where he has worked for one year. His prior experience includes roles at Northwestern Mutual Wealth Management Company and related affiliates. Beasley also has experience outside of financial services, including roles at First Presbyterian Church and CrossFit Knoxville. Liberty Atlantic Advisors is a team-based SEC-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and sub-advisory services. The firm’s investment approach emphasizes fundamental analysis and long-term portfolio construction with diversified allocations tailored to special situations.
Henry R
Remote
Liberty Atlantic Advisors
Henry Rutherford is a financial advisor with Liberty Atlantic Advisors, holding no prior industry experience before joining the firm. He has worked at Liberty Atlantic Advisors since 2026 and previously held roles at Alex De Silva & Co Wealth Managers, Golden Oak Wealth Management, and Blevins Franks Financial Management. Liberty Atlantic Advisors is a team-based SEC-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a fundamental analysis approach focused on longer-term portfolio construction, using diversified asset allocations and specialized strategies for unique client situations.
David C
Series 65
Remote
Liberty Atlantic Advisors
David Cantor is a Series 65-licensed advisor at Liberty Atlantic Advisors with one year of industry experience. He previously worked at Davies & Associates LLC for eight years. Outside of his advisory role, he is a co-founder of ItalianTaxes.com, a tech-enabled platform for filing taxes in Italy, and founder of Relocate Inc., an independent marketplace for global migration. Liberty Atlantic Advisors is a team-based SEC-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a fundamental, long-term investment approach with diversified allocations and adapts strategies for special client situations.
Alexander I
Series 65
Remote
Liberty Atlantic Advisors
Alexander Ingrim is a financial advisor with Liberty Atlantic Advisors, holding a Series 65 designation and four years of industry experience. His prior roles include positions at Blevins Franks Financial Management, Framont & Partners Management, and Beacon Global Advisor Network. He is also a licensed insurance agent involved in fixed insurance product sales and participates in real estate investment decisions through Ingrim Investments LLC. Liberty Atlantic Advisors is a team-based SEC-registered adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and sub-advisory services. The firm employs a fundamental, long-term investment approach with diversified allocations and uses third-party sub-advisers for specialized strategies.
Michael S
CFA®
Remote
Liberty Atlantic Advisors
Michael Simcock is a CFA® charterholder with Liberty Atlantic Advisors, where he has worked since 2026. He has 12 years of experience with ClearMacro Ltd. Liberty Atlantic Advisors is a team-based SEC-registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and sub-advisory services. The firm emphasizes fundamental analysis and long-term portfolio construction, using diversified allocations and employing third-party sub-advisers for specialized strategies.
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