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ASSET ADVISORS
ASSET ADVISORS INVESTMENT MANAGEMENT, LLC
CRD 297305 · SEC 801-113477
2814-A HILLCREEK DRIVE, AUGUSTA, GA, 30909-5635, United States
Phone
706-650-9900
Fax
706-650-9994
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.40B
Discretionary AUM
$1.40B
Team
9 total employees; 6 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersCREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 211 | $49.6M |
| High net worth individuals | 245 | $1.30B |
| Pension/profit sharing plans | 6 | $22.8M |
| Charitable organizations | 11 | $26.6M |
| Corporations/business entities | 3 | $2.4M |
States served
CA, GA, NC, SC, TN, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD