Waits Investments, LLC

Overview

Waits Investments, LLC is an independent registered investment adviser structured as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm charges fees by percentage of assets under management as well as hourly and fixed fees, and it reports no active ESG investing program. Its client base is primarily individual and family households rather than institutional or pension clients. The firm is not classified as a capital allocator; instead it directly manages client portfolios while selectively using outside managers for alternative real estate exposure. Investment preferences skew strongly toward public, exchange-traded equities. The firm’s stated activities emphasize personalized wealth management and planning, suggesting a client-facing, bespoke approach rather than a product-driven platform. Waits Investments is not registered as a multistate adviser and is not newly formed, indicating an established but regionally focused practice.

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Location & Offices