Southeast Asset Advisors, LLC

Thomas Leland is a financial advisor with Southeast Asset Advisors, LLC in Mobile, Alabama, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with Southeast Asset Advisors since 2015 and serves as a Principal of the firm. Mr. Leland is involved with an affiliate, Conifer Advisors, LLC, which manages private funds including the Conifer Funds. Southeast Asset Advisors provides wealth management and consulting services to individuals, family offices, endowments, foundations, and institutional clients. The firm manages both discretionary and non-discretionary portfolios with a range of investment options and acts as a private fund adviser through Conifer Advisors, overseeing multiple private funds and pooled vehicles.

Bernard Lanigan is a Principal at Southeast Asset Advisors, LLC and holds a Series 65 designation with 22 years of industry experience. He is the managing partner and founder of Lanigan & Associates, P.C., an accounting and consulting firm affiliated with Southeast Asset Advisors. Lanigan has been associated with Southeast Asset Advisors since 1991 and with Lanigan & Associates since 1976. 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 both discretionary and non-discretionary accounts with a diversified investment approach and also acts as a private fund adviser through its majority-owned Conifer Advisors.

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 at Southeast Asset Advisors, LLC with four years of industry experience. He has been with Southeast Asset Advisors since 2013 in various capacities. Outside of his advisory role, he serves as an adjunct professor at Thomas University, teaching basic accounting and finance courses. Southeast Asset Advisors provides wealth management and consulting services to individuals, family offices, endowments, foundations, and institutional clients, managing approximately $3.7 billion in assets. The firm offers tailored portfolio management, retirement plan advisory, and financial planning services, and is notable for its management of multiple private funds and affiliation with an accounting and consulting firm.

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.

Charles Jackson Jr. is a CFA® charterholder and holds a Series 65 license, with 29 years of experience in the financial industry. He has been with Southeast Asset Advisors, LLC since 1991 and is also a partner in the accounting and consulting firm Lanigan & Associates, P.C. Southeast Asset Advisors, LLC provides wealth management and consulting services to individuals, family offices, endowments, foundations, and institutional clients, managing approximately $3.7 billion in assets. The firm offers customized portfolio management, retirement plan advisory, and financial planning services, and acts as a private fund adviser through its majority-owned affiliate Conifer Advisors.

Frank Mercer is a CFP® and Series 65-registered advisor with Southeast Asset Advisors, LLC, based in Tallahassee, FL. He has 28 years of industry experience and has been with Southeast Asset Advisors since 1991. 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, managing both discretionary and non-discretionary accounts. The firm offers personalized portfolio management across various asset classes and serves a range of clients including state and municipal governmental entities, with notable involvement in managing private funds through its affiliate Conifer Advisors.