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, privately held RIA organized as an LLC and operating as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. Its revenue model combines percentage-of-AUM and fixed-fee arrangements. Asset Advisors is registered with the SEC (since 2018) and performs additional business activity as a seller of other financial products. The firm reports it is not an active ESG investor and is not structured as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 5
William Evans
Wealth AdvisorCRD 7487817
Robert Rice
Vice PresidentCRD 5422536
Rusty Woodward
Investment AdvisorCRD 5957150
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$762M in ETFs
98%
$750M
0%
$12.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US BROAD MARKET ETF (SCHB) | Schwab | Passive | Large Blend | $79.3M | 2,739,361 | 10.41% |
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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