Asset Advisors
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
FINTRXOverview
Asset Advisors is an independent RIA organized as an LLC and registered with the SEC in 2018. The firm serves both individual and family clients as well as institutional accounts and presents itself as a capital allocator that combines portfolio management with financial planning and the selection of outside advisers. Fee arrangements include percentage-of-AUM billing and fixed fees, and the firm's stated business activity includes other financial product sales. The adviser’s service mix emphasizes portfolio management for individuals and small businesses together with financial planning. The firm also engages in selecting third-party managers on behalf of clients, which aligns with its capital allocator role and industry affiliations across broker-dealers, insurance, and other professional service providers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Public Funds/Mutual Funds35%
- Cash & Cash Equivalents8%
- US Government Bonds7%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1Emma Kuehl
Chief Compliance OfficerCRD 7978755
Contacts
3 of 5James Manning
Wealth AdvisorCRD 5951540
Robert Rice
Vice PresidentCRD 5422536

Benjamin Braxton
President, CCOCRD 7348173
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$830M in ETFs
97%
$801M
2%
$29.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $80.5M | 2,746,202 | 9.69% |
Location
Augusta, GA
Richmond
Location
Augusta, GA
Headquartered in Augusta, GA, in the South of the United States.
- Region
- South
- County
- Richmond
- Address
- 2814 Hillcreek Dr
- Time zone
- ET (UTC-5)
- Office locations
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