Asset Advisors

RIASEC Registered

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$1.1M

Accounts

1,263

Employees

Advisory reps

Firm details

Headquarters: Augusta, Georgia
CRD number: 297305
Registered since: June 25, 2018
Website: www.assetadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI92.75%
Individuals3.54%
Charitable Organizations1.9%
Pension & Profit Sharing Plans1.63%
Corporations / Businesses0.17%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Asset Advisors is an independent RIA organized as an LLC and registered with the SEC in 2018. The firm serves both individual and family clients as well as institutional accounts and presents itself as a capital allocator that combines portfolio management with financial planning and the selection of outside advisers. Fee arrangements include percentage-of-AUM billing and fixed fees, and the firm's stated business activity includes other financial product sales. The adviser’s service mix emphasizes portfolio management for individuals and small businesses together with financial planning. The firm also engages in selecting third-party managers on behalf of clients, which aligns with its capital allocator role and industry affiliations across broker-dealers, insurance, and other professional service providers.