Wiregrass Asset Management
Firm details
- Headquarters
- Thomasville, Georgia
- CRD number
- 284608
- Registered since
- April 20, 2022
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI41.39%
- Charitable Organizations19%
- Individuals18.13%
- Pension & Profit Sharing Plans14.69%
- Corporations / Businesses6.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Wiregrass Asset Management is an independent, individual-owned registered investment adviser that began SEC registration in 2022 and operates as an LLC. The firm serves both high-net-worth individuals and institutional clients and describes itself as a capital allocator that selects third-party managers on behalf of clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Fee arrangements combine a percentage of assets under management with fixed-fee engagements. The firm does not identify as an active ESG investor and is not characterized as a multi-state adviser in the available filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Fred Jones
CEO & Financial AdvisorCRD 4117289
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$39.3M in ETFs
98%
$38.3M
3%
$983K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $3.6M | 30,439 | 9.21% |
Location
Thomasville, GA
Thomas
Location
Thomasville, GA
Headquartered in Thomasville, GA, in the South of the United States.
- Region
- South
- County
- Thomas
- Address
- 317 Kern St
- Time zone
- ET (UTC-5)
- Office locations
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