Data / Investment advisers / Georgia / Southeast Asset Advisors, LLC
Southeast Asset Advisors, LLC, Thomasville, GA: $4.2 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Southeast Asset Advisors, LLC is an SEC registered investment adviser with its main office in Thomasville, Georgia and reports $4.2 billion in regulatory assets under management in its Form ADV filed May 21, 2026. Its clients include high net worth individuals, charitable organizations and pooled investment vehicles. It is paid through a percentage of assets under management, hourly charges and fixed fees. It advises 7 private funds.
The request: Watch Southeast Asset Advisors, LLC (CRD number 107588): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 107588
- SEC file number
- 801-42952
- SEC status
- Approved, effective December 22, 1992
- Main office
- 314 Gordon Avenue, Thomasville, GA 31792
- Phone
- (229) 226-8839
- Website
- assetadvisor.com
- Regulatory AUM
- $4,199,822,999 in the Form ADV filed May 21, 2026
- Discretionary AUM
- $2,417,726,852
- Non discretionary AUM
- $1,782,096,147
- Accounts
- 1,356
- Employees
- 14, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees, performance based fees
- Private funds
- 7: 4 other private funds, 3 private equity funds
- Gross assets of private funds
- $443,818,945
- Other offices
- 4
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 21, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 185 | $2.57 billion |
| Charitable organizations | 23 | $1.01 billion |
| Pooled investment vehicles | 7 | $443.8 million |
| Corporations or other businesses | 16 | $59.7 million |
| State or municipal government entities | Fewer than 5 | $52.5 million |
| Individuals (other than high net worth individuals) | 96 | $36.3 million |
| Pension and profit sharing plans | 7 | $32.2 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $4.20 billion | March 23, 2026 |
| December 1, 2025 | $3.72 billion | June 2, 2025 |
Other advisers in Georgia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Fiduciaryvest, LLC | Atlanta | $4.93 billion | Not listed | adviserinfo.sec.gov |
| Ifg Advisory, LLC | Atlanta | $4.76 billion | Not listed | adviserinfo.sec.gov |
| Sage Mountain Advisors, LLC | Atlanta | $4.29 billion | 3 | adviserinfo.sec.gov |
| ZWJ Investment Counsel Inc | Atlanta | $4.23 billion | Not listed | adviserinfo.sec.gov |
| Willis Investment Counsel Inc | Gainesville | $4.23 billion | 3 | adviserinfo.sec.gov |
| Clear Investment Research, LLC | Alpharetta | $4.19 billion | Not listed | adviserinfo.sec.gov |
| Aprio Wealth Management, LLC | Atlanta | $4.15 billion | Not listed | adviserinfo.sec.gov |
| BT Family Office, LLC | Atlanta | $4.00 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Georgia
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving charitable organizations
- Advisers that manage private funds
- Southeast Asset Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.