LETSON INVESTMENT MANAGEMENT, INC.
SEC RegisteredUnparalleled Personal Service
About the firm
Letson Investment Management is an independent fee-only investment management firm located in Atlanta, Georgia. The firm is privately held with no outside affiliations and manages assets on a fully discretionary basis for a wide range of tax-exempt and taxable clients. It provides strategic wealth management with a focus on quality investments, risk management, and diversification through tailored asset allocation.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Strategic wealth management, investment management, financial planning, and asset allocation tailored to individual circumstances, offered on a fee-only basis with fiduciary responsibility and no sale of financial products or referral fees.
Who they serve
Individuals, corporations, trusts, estates, retirement plans, high net worth clients, family offices, and clients dealing with death of a loved one or upcoming divorce.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 29 | $6.9M |
| High Net Worth Individuals | 76 | $289M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $2,000,000 | 0.75% |
| All amounts over $3,000,000 | 0.50% |
Data as of March 19, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. LETSON INVESTMENT MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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