Wiregrass Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$95,034,583
Clients
313
Advisors
1
of 3 employees
About
Wiregrass Asset Management provides discretionary investment management, wealth management, financial planning and retirement-plan advisory services to individuals, high‑net‑worth clients, families, trusts, estates, charitable organizations, corporations and retirement plans. The firm manages approximately $159.7 million in client assets across about 313 client relationships and offers a wrap‑fee option that bundles transaction costs with its advisory fee.
The firm builds customized model portfolios that primarily use mutual funds, Dimensional funds, ETFs and occasional individual equities, applying fundamental, value‑oriented research with a generally long‑term horizon while permitting shorter‑term trades for rebalancing or client needs. Wiregrass also delivers ongoing financial planning and retirement-plan oversight (including investment policy development and performance reporting) and may engage unaffiliated independent managers for portions of client accounts.
Noteworthy aspects compared with peers include its solo‑practitioner structure combined with a high client‑to‑advisor ratio, which concentrates portfolio review and client servicing with a single managing advisor. The firm also sponsors a wrap‑fee program and participates on LPL Financial’s institutional platform, and its advisory personnel hold broker‑dealer and insurance registrations—relationships and disclosures the brochure identifies as potential conflicts the firm addresses through its compliance policies.
Client services
Expertise
Fee options
0.50% to 1.50% annually (range based on factors such as complexity, assets under management, overall relationship)
Separate commission-based compensation earned by Advisory Persons acting as registered representatives and insurance professionals
Account minimum: $150,000 Fee-only: Financial planning services fixed fee up to $1,500, fees negotiable based on complexity
Main office
317 Kern Street
Thomasville GA 31792
Advisors at this office
1
Most active in
Florida · Georgia · Louisiana · Texas
Also doing business as
Wiregrass Asset Management · Wiregrass 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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