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SOUTHEAST ASSET ADVISORS, LLC
CRD 107588 · SEC 801-42952
314 GORDON AVENUE, THOMASVILLE, GA, 31792, United States
Phone
229-226-8839
Fax
229-226-1445
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.20B
Discretionary AUM
$2.42B
Team
14 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 96 | $36.3M |
| High net worth individuals | 185 | $2.57B |
| Pooled investment vehicles | 7 | $443.8M |
| Pension/profit sharing plans | 7 | $32.2M |
| Charitable organizations | 23 | $1.01B |
| Corporations/business entities | 16 | $59.7M |
States served
AL, GA, LA, NC, SC, TN, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD