ASSET ADVISORS

RIASEC RegisteredEst. 2018

Total AUM

$1.4B

Discretionary

$1.4B

100% of AUM

Avg account

$1.1M

Accounts

1,263

Employees

Advisory reps

Firm details

Headquarters: AUGUSTA, Georgia
CRD number: 297305
Registered since: June 25, 2018
Website: www.assetadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI92.75%
Individuals3.54%
Charitable Organizations1.9%
Pension & Profit Sharing Plans1.63%
Corporations / Businesses0.17%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Asset Advisors is an independent, SEC-registered RIA organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, and the selection of other advisers, and it charges fees as a percentage of AUM and via fixed fees. FINTRX flags the firm as a non-ESG investor and notes a business activity listed as an "other financial product salesperson." The firm maintains a broad set of industry relationships that include broker-dealers, other investment advisers, sponsors of pooled investments, and a range of professional service affiliations (accountants, law firms, insurance companies, real estate brokers). Those connections support its role in sourcing third-party managers and sponsored vehicles for client allocations.