CRD: 106796
Investors Asset Management OF Georgia INC
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- Custodian
- Charles Schwab & Company · Matrix Trust · MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-01-1990
- Office Locations
- 3
Office Locations
About Investors Asset Management OF Georgia INC
Investors Asset Management of Georgia is a privately owned, SEC-registered, fee-only fiduciary RIA serving individuals/families and corporate and nonprofit retirement plans. The firm delivers holistic financial planning and discretionary wealth management, plus 401(k)/cash balance and 403(b)/457 plan advisory. It runs five target-risk model portfolios (and a cash-balance model) built on a disciplined, diversified, fundamentals-driven, no-herd equity approach, available to other advisors on select platforms.
Team overview
Insights
Asset Classes
Client Personas
Investment Vehicles
Services
Owner & Executives
TIMOTHY MICHAEL RIGBY
Chief Compliance Officer, President
- CRD
- #848277
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
OLIN MARK ARMENTROUT
Investment Advisor
- CRD
- #1288000
SAMUEL JACKSON CARLYLE JR
Senior Advisor
- CRD
- #826992
Ridge signal
Quantum focus
- CRD
- #46382
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $502,012,623 | $650,275 |
| Non-Discretionary | $0 | -- |
| Total | $502,012,623 | $650,275 |
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Separately Managed Accounts
Total SMA Asset: $502,012,623
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,276,301,400 | 25.6% |
| Public Funds | $1,236,416,981 | 24.8% |
| Cash | $1,645,232,273 | 33.0% |
| Municipal Bonds | $827,601,689 | 16.6% |
| Total | $4,985,552,343 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PATHWAY INSIGHT | LEGACY EAGLE | PJ95IF2Y8 | RFQC | 9.75% | $3,971,582 |
| WAVE OPTIMA | PIONEER VALUE | DSAKHNJ1K | RKV | 0.71% | $4,684,161 |
| INSIGHT CREST | FUSION RIDGE | YIWIFX7FC | KPWDQ | 10.31% | $85,948,284 |
| DELTA CREST | EAGLE CREST | M4EEZ9DKR | UGMIG | 2.08% | $68,609,885 |
| MERIDIAN QUANTUM | FUSION HORIZON | 0ZMGA3Q38 | TJV | 4.69% | $37,580,838 |
| HARBOR CAPITAL | DELTA BEACON | JEQEKJJ14 | AANA | 2.18% | $94,753,396 |
| ELEMENT ELEMENT | EMBER WAVE | YYRWMNAY4 | EKW | 12.37% | $85,183,081 |
| ALPHA LEGACY | SUMMIT OPTIMA | OUVC2IHDL | FGG | 7.41% | $90,439,151 |