This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Unison waveMomentum
- Established Date
- 06-25-2018
- Office Locations
- 1
Office Locations
About Asset Advisors
Asset Advisors is a private investment management firm serving affluent individuals and their families. The team provides portfolio management and financial planning, with additional support around insurance and portfolio construction. Investment exposure is primarily ETF- and public-fund based, complemented by cash and high-quality fixed income. Custody is supported through major platforms such as Schwab and Fidelity, with Orion/CAIS in the stack.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Benjamin Allen Braxton
Advisor, Chief Operations Officer, President
- CRD
- #7348173
- Ownership
- Less than 5%
Emma Nichole Kuehl
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Prime vital
Oak wave signal
- CRD
- #37584
- Ownership
- 35.4%
Showing 2 of 4 owners & executives
Unlock allContacts
William Bennett Evans
Wealth Advisor
- CRD
- #7487817
JAMES H MANNING IV
Wealth Advisor
- CRD
- #5951540
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,399,036,377 | $1,107,709 |
| Non-Discretionary | $0 | -- |
| Total | $1,399,036,377 | $1,107,709 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,399,036,377
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,321,173,933 | 26.0% |
| Public Funds | $1,280,522,428 | 25.2% |
| Cash | $741,889,978 | 14.6% |
| U.S. Government/Agency | $1,443,128,450 | 28.4% |
| Corporate - Investment Grade | $294,723,416 | 5.8% |
| Total | $5,081,438,205 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH PIONEER GLACIER | NORTH HORIZON | FEQKKMKKM | PQPVK | 3.71% | $69,351,156 |
| PEAK HORIZON | OAK CREST | 4MLH5X8FR | GVXPW | 8.53% | $84,202,031 |
| CREST ALPHA | FOUNDATION WAVE | C9OSHKA1V | PDBA | 11.07% | $6,434,536 |
| ELEMENT HARBOR | ATLAS VECTOR | 57RQL4RS4 | DSUO | 9.18% | $49,257,080 |
| ATLAS OAK | TIMBER RIDGE | TDDIRDOKG | CDKTH | 12.33% | $81,061,059 |
| EAGLE PRIME ELEMENT | QUANTUM FRONTIER | 9RES06NX6 | RKZBY | 6.43% | $119,077,852 |
| BEACON ZENITH CREST | BRIDGE EAGLE | 2T6ZCD0U6 | VZOR | 9.88% | $78,987,716 |
| QUANTUM OPTIMA | WAVE HORIZON | 16VOHP72X | JGG | 6.02% | $70,817,686 |