Liberty Capital Investment Corporation
State-registered
Broker-Dealer (Dually Registered) · Boutique (under $100M)
CRD 25706
· Portland, OR
· WWW.LIBERTYCAPINV.COM
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ADV data as of Jan 08, 2026
- Regulatory AUM
- $84.5M
- Discretionary
- $0
- Clients
- 131
- Avg AUM / client
- $645K
- Accounts
- 200
- Employees
- 6
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 131 | $84.5M | 100.0% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Allen Walker | Registered representative | Apr 2009 (17y) | ||
| Anthony Allen Reel | Registered representative | CFP | Aug 2010 (16y) | |
| Timothy Teddy Bean | Registered representative | Aug 2013 (13y) | ||
| Stefanie Ann Reel | Registered representative | CFP | Aug 2015 (11y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/08/2026 | 991 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Hilltop Securities Inc. $60.5M (72% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 08, 2026.
View current Form ADV (SEC/IAPD) ↗