WIREGRASS ASSET MANAGEMENT
Firm details
- Headquarters
- THOMASVILLE, Georgia
- CRD number
- 284608
- Registered since
- April 20, 2022
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI41.39%
- Charitable Organizations19%
- Individuals18.13%
- Pension & Profit Sharing Plans14.69%
- Corporations / Businesses6.79%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Wiregrass Asset Management is an independent registered investment adviser organized as an LLC and registered with the SEC in 2022. The firm serves both individual & family clients and institutional accounts, operating as a capital allocator that hires third‑party managers in addition to managing portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Compensation is primarily fee‑based, combining a percentage of assets under management with fixed fees. The firm does not identify as an active ESG investor.
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 Equities80%
- Public Funds/Mutual Funds17%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1FRED JONES
CEO & Financial AdvisorCRD 4117289
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$28.6M in ETFs
98%
$28.1M
2%
$544K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) GROWTH ETF (SPYG) | State Street | Passive | Large Growth | $2.7M | 27,413 | 9.38% |
Location
THOMASVILLE, GA
THOMAS
Location
THOMASVILLE, GA
Headquartered in THOMASVILLE, GA, in the South of the United States.
- Region
- South
- County
- THOMAS
- Address
- 317 Kern St
- Time zone
- ET (UTC-5)
- Office locations
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