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Letson Investment Management, Inc.

Letson Investment Management, Inc.. CRD 125830

Letson Investment Management, Inc. logo

CRD: 125830

Letson Investment Management, Inc.

Atlanta, GA
4042377794
www.letsoninvest.com
$296.3M Total AUM
$296.3M Disc. AUM
-- 3Y CAGR
2 Employees
105 ADV. Clients
20 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS
Clients
Retail
Platforms
North
Established Date
03-30-2006
Office Locations
1

Office Locations

-- Atlanta GA

About Letson Investment Management, Inc.

Letson Investment Management is an independent, privately held, fee-only RIA in Atlanta providing discretionary wealth management and financial planning for high net worth individuals and families, as well as corporations, trusts, estates, and retirement plans. Portfolios emphasize risk management and diversification via tailored asset allocation and are primarily implemented with ETFs. The firm operates with no product sales or referral fees, supporting an unbiased fiduciary approach.

Team overview

60 AVG AGE
$148.2M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
20.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
20yrs Firm Age

Insights

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Asset Classes

Eagle delta Foundation vector

Client Personas

Harbor

Custodian

Alpha

Investment Themes

Foundation Focus

Investment Vehicles

Crest

Platform

Ember

Services

Value Momentum vital Prime Delta zenith Vertex Harbor matrix Quantum momentum

Technology

Vector north

Owner & Executives

SCOTT W LETSON

SCOTT W LETSON

Chief Compliance Officer, Partner, VICE PRESIDENT

CRD
#4413228
Ownership
75% or more
(747) 475-5692
vital.optima@embercapital.com
in linkedin.com/in/momentum-unison
JAMES FRANK LETSON

JAMES FRANK LETSON

Investment Advisor, President

CRD
#4643471
Ownership
Less than 5%
(563) 456-3342
bridge.wave@crestcapital.com
in linkedin.com/in/ember-pioneer

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-27-2011
08-20-2024
02-20-2025
03-19-2026
Category Assets AVG. Account size
Discretionary $296,314,745 $2,822,045
Non-Discretionary $0 --
Total $296,314,745 $2,822,045

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Separately Managed Accounts

Total SMA Asset: $296,314,745

$296.3M Total SMA
Equity - Exchange:
45.7%
Cash:
54.3%
Asset class Assets Assets %
Equity - Exchange $682,896,636 45.7%
Cash $811,406,726 54.3%
Total $1,494,303,362 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
VALUE PATHWAY ALPHA INSIGHT ATLAS VALDOIZA2 VZRF 4.41% $45,591,638
FRONTIER PIONEER CATALYST FOUNDATION NORTH CPJAMMVIN MUGQQ 1.33% $77,430,773
BRIDGE ATLAS ATLAS RADIAL 0XAJ804ZZ RKHXD 9.30% $21,456,674
LEGACY PRIME HARBOR PRIME 2TRZ4YI0P ZPJG 8.14% $44,920,204
NORTH NORTH CAPITAL GLACIER 7NGCFDZYV PCY 2.60% $72,131,113
PIONEER BRIDGE EAGLE DELTA WAVE 1IIYWZBYE DHB 3.39% $86,282,676
SUMMIT BRIDGE HARBOR GLACIER RADIAL 2RYO0P1EW NUKKT 6.10% $58,297,241
CREST SUMMIT PIONEER LEGACY RADIAL GLWPV1VHR GLP 10.22% $108,552,387

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