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 that has been SEC-registered since 1992 and operates as a capital allocator for both individual/family and institutional clients. The firm provides comprehensive wealth services including financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses, pooled vehicles and institutions, pension consulting and the selection of outside advisers. Fee arrangements are flexible and include percentage-of-AUM, hourly and fixed fees, as well as performance-based fees. The firm reports active ESG investing and serves as an adviser and managing member in pooled investment vehicles, which aligns with its role as an allocator to third-party managers. The firm has been recognized by CNBC as a Top 100 Financial Advisory Firm in 2019, 2020 and 2021. Its industry activities include acting as an accountant and sponsor and taking GP or managing-member roles in vehicles it organizes or oversees.