SOUTHEAST FINANCIAL ADVISORS

Overview

Southeast Financial Advisors is an independent, sole‑proprietorship RIA owned by an individual practitioner. The firm serves a mix of individual and family clients alongside institutional and business accounts. Its advisory services focus on financial planning and discretionary portfolio management for individuals, small businesses, and business or institutional clients. Fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed fees. According to the firm’s profile, it does not position itself as a capital allocator and is not identified as an active ESG investor or a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices