Southeast Asset Advisors, LLC

Thomas Leland Jr. is a financial advisor with Southeast Asset Advisors, LLC in Mobile, Alabama. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior work includes 16 years at Morgan Keegan & Company, LLC and 2 years at Raymond James & Associates. Southeast Asset Advisors provides wealth management, portfolio management, and consulting services to individuals, family offices, endowments, foundations, and pension plans. The firm manages a range of investment strategies and is notable for its involvement with pooled investment vehicles and private funds, including its majority ownership of Conifer Advisors, the manager of the Conifer Funds.

Bernard Lanigan is a principal of Southeast Asset Advisors, LLC in Thomasville, GA, with 23 years of industry experience. He is the managing partner and founder of the accounting and consulting firm Lanigan & Associates, P.C., which is affiliated with Southeast Asset Advisors and shares office space with the firm. Southeast Asset Advisors offers wealth management, portfolio management, and consulting services to individuals, family offices, endowments, foundations, and pension plans. The firm is notable for its involvement with pooled investment vehicles and private funds, managing over $4 billion in assets with a small team, and providing both discretionary and non-discretionary advisory services.

Mark Saussy is a Principal at Southeast Asset Advisors, LLC with 22 years of industry experience. He holds the CFP® designation and Series 65 license and has been with Southeast Asset Advisors since 2012. The firm has an affiliate, Conifer Advisors, LLC, which manages the Conifer Funds, and Mr. Saussy participates in the income and gains from personal investments in these funds. Southeast Asset Advisors, LLC provides wealth management and consulting services to individuals, family offices, endowments, foundations, and institutional clients, including corporate and public pension plans. The firm manages discretionary and non-discretionary accounts with a focus on individualized portfolios across various asset classes and is notable for its role as a manager of multiple private funds and pooled vehicles, including its majority-owned Conifer Advisors.

Jacob Odum is a CFP® professional with five years of industry experience, currently serving as an advisor at Southeast Asset Advisors, LLC in Thomasville, GA. He has been with Southeast Asset Advisors since 2013 in various capacities. Outside of his advisory role, Odum has been an adjunct professor at Thomas University since 2015, teaching basic accounting and finance courses. Southeast Asset Advisors provides wealth management, portfolio management, and consulting services to individuals, family offices, endowments, foundations, and pension plans. The firm is noted for its direct involvement with pooled investment vehicles and private funds and manages over $4.19 billion in assets with a team of eight advisors.

Granger Osborne is a financial advisor at Southeast Asset Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Southeast Asset Advisors since 2019, following eight years at Family Asset Management, LLC. He is a principal at Southeast Asset Advisors, which has an affiliate managing the Conifer Funds, in which he participates as an investor. Southeast Asset Advisors provides wealth management and consulting services to individuals, family offices, endowments, foundations, and institutional clients, including corporate and public pension plans. The firm manages discretionary and non-discretionary accounts totaling approximately $3.7 billion in assets, offering customized portfolio management, retirement plan advisory, and financial planning services.

David Fletcher is a financial advisor with Southeast Asset Advisors, LLC in Tallahassee, FL, holding 22 years of industry experience. He is also a partner in the accounting and consulting firm Lanigan & Associates, P.C., which shares office space with Southeast Asset Advisors. Southeast Asset Advisors provides wealth management and consulting services to individuals, family offices, endowments, foundations, and institutional clients, including corporate and public pension plans. The firm manages discretionary and non-discretionary accounts with individualized portfolios and serves as a private fund adviser through its majority-owned affiliate, Conifer Advisors.

Charles Jackson Jr. is a CFA® charterholder and holds a Series 65 license with 29 years of industry experience. He has been with Southeast Asset Advisors, LLC since 1991 and also has a background with Lanigan & Associates, P.C., where he remains a partner. Outside of advisory work, he is involved in accounting and consulting through Lanigan & Associates, distinct from his responsibilities at Southeast Asset Advisors. Southeast Asset Advisors provides wealth management, portfolio management, and consulting services to individuals, family offices, endowments, foundations, and pension plans. The firm uses a tailored investment approach that includes mutual funds, stocks, bonds, ETFs, and private investment funds, and is notable for its direct management of pooled investment vehicles and private funds.

Frank Mercer is a financial advisor at Southeast Asset Advisors, LLC in Tallahassee, FL, holding the CFP® designation and Series 65 license with 29 years of industry experience. He has worked with Southeast Asset Advisors since 1991 and was also a partner at Lanigan & Associates, P.C. for several decades. In addition to his advisory role, Mr. Mercer is a partner in both firms, which share office space and provide distinct tax, accounting, and consulting services. Southeast Asset Advisors offers wealth management, portfolio management, and consulting services to high-net-worth individuals, family offices, endowments, foundations, and pension plans. The firm is noted for managing pooled investment vehicles and private funds, including its majority ownership of Conifer Advisors, and combines discretionary portfolio management with ERISA fiduciary services for plan sponsors.