Asset Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,347,129,247
Clients
456
Advisors
5
of 9 employees
About
Asset Advisors provides discretionary wealth management and financial planning to high‑net‑worth and other individual clients, as well as charitable organizations, pension and profit‑sharing plans, and corporations. The firm reports about $1.4 billion in discretionary assets under management across roughly 456 client relationships and generally works with client relationships of $1 million or more.
Investment management is personalized and committee‑driven, with a long‑term orientation that emphasizes ETFs, individual equities, municipal and corporate bonds, and, when appropriate, allocations to private investment funds and other alternatives. Portfolios are managed primarily on a discretionary basis subject to client‑imposed restrictions, and the firm uses fundamental and technical analysis alongside due diligence on any third‑party or private managers it recommends.
What distinguishes Asset Advisors from many peers is its ownership and affiliate network within Focus Financial Partners, which gives it access to affiliated pooled investment vehicles managed by SCS, an affiliate relationship that the firm discloses and offers on a nondiscretionary basis. The firm also facilitates client access to UPTIQ credit and cash solutions, an affiliate insurance platform (Focus Risk Solutions), and 401(k) recordkeeping through an affiliate (Sentinel), and it makes private investment offerings available through broker‑dealer channels — arrangements that the brochure identifies as potential conflicts of interest and that the firm says it mitigates through disclosure and client consent; its AUM per advisor is also above $200 million, placing it in a smaller group of larger teams.
Client services
Expertise
Fee options
1% of assets under management annually
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $3,000 Fee-only: Fixed fees for financial planning services when no assets are under management; fees are negotiable and based on complexity and scope
Main office
2814 A Hillcreek Drive
Augusta GA 30909-5635
Advisors at this office
5
Most active in
California · Florida · Georgia · New Hampshire · North Carolina · South Carolina · Tennessee · Texas · Virginia
Also doing business as
Asset Advisors · Asset Advisors Investment Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
Quick links
Advisors at this firm
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)