Wealth Manager
    SEC Registered
    Manages Private Funds

    Southeast Asset Advisors, LLC

    Registered investment advisor · Thomasville, Georgia · CRD #107588

    Assets Under Management
    $4.2B
    Client Accounts
    1,356
    Employees
    14
    CRD Number
    107588
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Bofa Securities, Inc., Regions Bank

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Southeast Asset Advisors, LLC

    Our work demands trust, something that is earned over time and proven with every decision and transaction we make. Trust is personal and relational, a bond between people that empowers them to act with confidence, navigate the unexpected and discover new possibilities. Earning and maintaining trust is central in everything we do. We work to deserve our clients' trust every day. We pride ourselves on multi-generational relationships with our clients. In partnership with them, we think in decades

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Southeast Asset Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Southeast Asset Advisors, LLC's AUM?

    Southeast Asset Advisors, LLC reports approximately $4.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Southeast Asset Advisors, LLC headquartered?

    Southeast Asset Advisors, LLC is headquartered in Thomasville, Georgia.

    What is Southeast Asset Advisors, LLC's CRD number?

    Southeast Asset Advisors, LLC's CRD number is 107588. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Southeast Asset Advisors, LLC manage?

    Southeast Asset Advisors, LLC manages approximately 1,356 client accounts according to its latest SEC filing.

    Is Southeast Asset Advisors, LLC SEC registered?

    Yes, Southeast Asset Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Georgia

    Invesco Advisers, Inc.
    Atlanta, GA · $749.5B AUM
    Truist Advisory Services, Inc.
    Atlanta, GA · $77.4B AUM
    Earnest Partners, LLC
    Atlanta, GA · $42.6B AUM
    Voya Investment Management LLC
    Atlanta, GA · $38.8B AUM
    Roark Capital Management, LLC
    Atlanta, GA · $34.2B AUM
    Hb Wealth
    Atlanta, GA · $30.2B AUM
    See all top RIA firms in Georgia →

    Research firms like Southeast Asset Advisors, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial