SOUTHEAST ASSET ADVISORS, LLC
SEC RegisteredInvestors. Consultants. Advisors. Deserved Trust.
About the firm
Southeast Asset Advisors is a non-commission, fee-only, registered investment advisory firm serving a select group of families, individuals, businesses, endowments, foundations and other charitable organizations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management, investments (equities, fixed income, alternatives, private equity), multi-family office services, and multi-generational planning focused on growing and protecting wealth.
Who they serve
Families, individuals, businesses, endowments, foundations and other charitable organizations
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 96 | $36M |
| High Net Worth Individuals | 185 | $2.6B |
| Pension/Profit Sharing Plans | 7 | $444M |
| Charitable Organizations | 7 | $32M |
| State/Municipal Entities | 23 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $4,000,000 | 0.75% |
| Next $5,000,000 | 0.65% |
| Over $10,000,000 | 0.50% |
Data as of April 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SOUTHEAST ASSET ADVISORS, LLC 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.