SOUTHEAST ASSET ADVISORS, LLC

RIASEC RegisteredEst. 1992

Total AUM

$4.2B

Discretionary

$2.4B

58% of AUM

Avg account

$3.1M

Accounts

1,356

Employees

Advisory reps

Firm details

Headquarters: THOMASVILLE, Georgia
CRD number: 107588
Registered since: December 22, 1992
Website: www.assetadvisor.com
Custodians: CHARLES SCHWAB & CO., INC., REGIONS BANK, BOFA SECURITIES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI61.19%
Charitable Organizations23.94%
Pooled Investment Vehicles10.57%
Corporations / Businesses1.42%
State / Municipal Government1.25%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Southeast Asset Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC since 1992. The firm acts as a capital allocator for both individual/family and institutional clients, providing financial planning, portfolio management for individuals and pooled vehicles, pension consulting, and manager selection. Its billing arrangements are flexible and include percentage-of-AUM, hourly, fixed-fee, and performance-based structures. The firm reports being an active ESG investor and retains industry roles that include serving as an accountant/sponsor and as a general partner or managing member for pooled investment vehicles. Southeast Asset Advisors was named to CNBC’s Top 100 Financial Advisory Firms list in 2019, 2020, and 2021.