Southeast Asset Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Thomasville, GA. Its latest Form ADV filing, dated April 6, 2026, reports $4.2B in regulatory assets under management, 14 employees, 4 offices, and 1,356 accounts.
Top client segmentHNWI represent 55.4% of total clients.
Top client categories% of clientsClients
1
HNWI
55.4%
185
2
Individuals
28.7%
96
3
Charitable
6.9%
23
4
Corporations
4.8%
16
5
Pooled Investment Vehicles
2.1%
7
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.2Bas of April 6, 2026
Discretionary57.6%
$2.4B
58% of total RAUM57.6%
Non-discretionary42.4%
$1.8B
42% of total RAUM42.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$4.2B
Total Accounts1,356
10Y AUM Change+$2.2B (+106.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees14
Clients per Employee24:1
10Y Employee Change+1 (+7.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.