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SOUTHEAST ASSET ADVISORS, LLC

THOMASVILLE, GA · CRD 107588 · IAPD ↗ · assetadvisor.com · 229-226-8839

$4.20BRegulatory AUM
6Advisory reps
14Employees
0Clients
251-500Planning clients
7Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — SOUTHEAST ASSET ADVISORS, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — SOUTHEAST ASSET ADVISORS, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — SOUTHEAST ASSET ADVISORS, LLC shrank from 9 to 7 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.