Peregrine Investment Advisors, LLC

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Client assets under management

$329,459,889

Clients

57% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$3,830,929

About

Peregrine Investment Advisors provides discretionary portfolio management to individuals, trusts, estates, charitable organizations and corporate clients, including high‑net‑worth individuals, charging fees based on a percentage of assets under management. The firm operates with a four‑adviser team and a relatively small client roster, and it does not position itself as a provider of comprehensive financial planning, estate planning, or insurance services.

Its investment process emphasizes fundamental analysis and a long‑term purchase approach implemented primarily through mutual funds, exchange‑traded funds and individual equities, with portfolios reviewed on an ongoing basis. The firm treats cash as an asset class—routinely including cash balances in assets under management and maintaining a cash‑sweep practice that moves larger cash balances into higher‑yielding money‑market funds—a practice that affects both portfolio construction and fee treatment.

Distinctive features disclosed in the brochure include a principal who devotes roughly 20% of his time to separate administrative family‑office work, an explicit policy leaving proxy voting to clients rather than voting on their behalf, and a formal share‑class selection policy that seeks lower‑cost institutional classes but will opt for no‑transaction‑fee classes when transaction costs would be disproportionate. The firm typically recommends a single custodian (Schwab) and accepts non‑monetary support from custodians, arrangements it discloses as part of its brokerage and operational practices.

Client services

Portfolio management

Expertise

Wealth management

Fee options

Percentage

$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.90% $1,000,000 - $2,000,000: 0.80% $2,000,000 - $3,000,000: 0.70% $3,000,000 - $4,000,000: 0.60% $4,000,000+: 0.50%

Other

Account minimum: $500,000 Fee-only: Negotiable fees generally between 0.50% and 1.00% annually based on tiered schedule

Main office location

Peregrine Investment Advisors, LLC

801 Baptist Drive, Suite 200

Madison MS 39110, United States

Number of offices

Most active in

Alabama · Georgia · Louisiana · Mississippi · Texas

Disclosures

Business activities & affiliations

Is not 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.

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 769-216-3232

Advisors at this firm

Kevin A

Series 65

Madison, MS

Peregrine Investment Advisors, LLC

Kevin Anthony is a financial advisor at Peregrine Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation with six years of industry experience. He has worked at Peregrine since 2018 and previously held roles at The Coca-Cola Company and the University of Mississippi. Peregrine Investment Advisors manages discretionary portfolios for individuals, trusts, estates, charitable organizations, and corporate clients, focusing on fundamental analysis and a long-term investment approach using mutual funds, ETFs, and individual equities. The firm operates with a small team of four advisers and maintains a cash-sweep practice that influences portfolio construction and fee treatment.

Wealth management

John K

Series 65

Atlanta, GA

Peregrine Investment Advisors, LLC

John Knox is a financial advisor at Peregrine Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation with 15 years of industry experience. He has worked at both TDCR Group, LLC and Peregrine Investment Advisors since 2010. Knox serves as a board member of Encompass Group, LLC, a healthcare textile and medical supply company. Peregrine Investment Advisors provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and corporate clients, focusing on fundamental analysis and a long-term purchase approach primarily through mutual funds, ETFs, and individual equities. The firm operates with a four-advisor team and maintains a relatively small client roster.

Wealth management

Kevin A

Series 65

Madison, MS

Peregrine Investment Advisors, LLC

Kevin Anthony is a financial advisor at Peregrine Investment Advisors, LLC in Madison, Mississippi, holding a Series 65 designation with 23 years of industry experience. He has been with Peregrine since 2010, working within a four-advisor team. Peregrine Investment Advisors provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and corporate clients, including high-net-worth individuals. The firm focuses on fundamental analysis and a long-term investment approach, primarily using mutual funds, ETFs, and individual equities, while routinely incorporating cash as an asset class in portfolio construction.

Wealth management

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