Tallahassee, FL Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Southeast Asset Advisors, LLC
Multi-team
Firm-wide stats for Southeast Asset Advisors, LLC
About
Southeast Asset Advisors provides wealth management, portfolio management and consulting to individuals (including high‑net‑worth clients), family offices, endowments, foundations and corporate and public pension plans. The firm offers both discretionary portfolio management and non‑discretionary consulting, including retirement‑plan advisory and ERISA fiduciary services for plan sponsors.
Investment implementation typically uses mutual funds, individual stocks and bonds, ETFs, Separate Account Managers and, when appropriate, private investment funds or partnerships, with portfolios tailored by asset allocation and reviewed quarterly. The firm also selects and monitors SAMs and alternative managers, provides model portfolios for retirement plans, and reports private fund positions to clients on a periodic basis.
SAA is distinctive for its direct involvement with pooled investment vehicles and private funds: it is the majority owner of Conifer Advisors (the manager of the Conifer Funds, which pay both asset‑based and performance‑based fees) and serves as manager of several other private funds (for example, SEA‑HCI SPV, SAA‑Tiger 14 LLC, SAA‑Tiger 15 LLC and Teton Pines Capital LLC). That private‑fund adviser role, the use of performance‑based fee arrangements, its portfolio management for pooled vehicles, and its institutional work with public pension/municipal clients — combined with managing over $4.19 billion in AUM with a relatively small advisor team — set it apart from many multi‑team peers.
Based on Southeast Asset Advisors, LLC
Expertise
Based on Southeast Asset Advisors, LLC
Location
2630 Centennial Place
Tallahassee FL 32308
Advisors at this office
2
Advisors at this office
David F
Tallahassee, FL
Southeast Asset Advisors, LLC
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.
Frank M
CFP®, Series 65
Tallahassee, FL
Southeast Asset Advisors, LLC
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.
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