Liberty Funds Group, Inc. (Colleyville)

Name: Liberty Funds Group, Inc.
Address: 1117 Glade Rd., Colleyville, TX, 76034
Telephone: 214-369-0500

Liberty Funds Group, Inc. is an adviser based in Colleyville. It manages $900 thousand of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2006.

Liberty Funds Group provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Liberty Funds Group: assets under management

The assets under management (AUM) of Liberty Funds Group, Inc. is $900 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -98% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $900 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $450 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Liberty Funds Group, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Liberty Funds Group, Inc.

Teddy Ralph Kingsbery has been acting as President since 1 Apr 1998. James Chester Ward joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Bill Ruark Kingsbery	Chairman emeritus	1 Apr 1998	Other	270209
Craig Lawrence Caudle	Chief executive officer	1 Apr 1998	25% - 50%	1773375
Teddy Ralph Kingsbery	Chairman	1 Apr 1998	Other	270213
James Chester Ward	Executive vice president / cfo	1 Apr 1998	Other	1713528
David Keith Hedreen	Director	1 Jan 2000	Other	241463
William Raney Sachs	President	1 Jun 2002	Other	1449126
Robert Joseph Mark	Director	1 Jun 2004	Other	2785947
Brian Christopher Mark	Director	1 Jul 2005	Other	3218604
Christopher Lee Mckinzie	Cco, coo	1 Dec 2005	Other	5072437
James Chester Ward	Director	1 Dec 2006	Other	1713528
Liberty Trust Ii	Owner	1 Jul 2007	Other	20-7476215
William Raney Sachs	Director	1 Dec 2008	Other	1449126
James Chester Ward	Chief compliance officer	1 Jan 2009	Other	1713528

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Craig Lawrence Caudle	Trustee	1 Jul 2007	25% - 50%	1773375
David Keith Hedreen	Owner	1 Jul 2007	50% - 75%	241463
Christopher Lee Mckinzie	Trustee	1 Jul 2007	25% - 50%	5072437

Based in Colleyville

The principal office where Liberty Funds Group, Inc. performs its advisory services is located at 1117 Glade Rd., Colleyville, TX 76034, which is also the mailing address of the firm. An additional office of the firm is in Chicago, IL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 214-369-0500 or by fax 214-580-1536. The normal business hours are 8:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.libfungrp.com.