CRD: 107588
Southeast Asset Advisors, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Bofa Securities · Charles Schwab & Company · Fidelity/NFS · Goldman Sachs · Inspira Financial Trust · LLC · Regions Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-22-1992
- Office Locations
- 4
Office Locations
About Southeast Asset Advisors, LLC
Southeast Asset Advisors is a non-commission, fee-only RIA serving a select group of families, individuals, businesses, and charitable organizations (endowments/foundations). The firm provides discretionary investment management and portfolio construction, allocating across ETFs and public/private funds alongside cash and fixed income. Operates in retail and institutional channels and custodies with platforms such as Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
THOMAS MIKELL LELAND JR
Managing Director
- CRD
- #2305002
- Ownership
- 5% but less than 10%
GRANGER CHRISTIAN OSBORNE JR.
Managing Director - Charleston, SC
- CRD
- #4524496
- Ownership
- 5% but less than 10%
Showing 2 of 5 owners & executives
Unlock allContacts
DAVID MARK FLETCHER
--
- CRD
- #4645681
FRANK JOHN MERCER
Owner
- CRD
- #2855225
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,417,726,852 | $2,412,901 |
| Non-Discretionary | $1,782,096,147 | $5,034,170 |
| Total | $4,199,822,999 | $3,097,215 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing