Wiregrass Asset Management

Wiregrass is an SEC‑registered investment adviser that provides discretionary investment management, comprehensive wealth management, standalone financial planning, and retirement plan advisory services to individuals, high‑net‑worth clients, families, trusts, estates, charitable organizations, corporations, and retirement plans. The firm’s retirement plan work explicitly includes ERISA fiduciary services, investment oversight and performance reporting for plan sponsors and participants.

The adviser employs a fundamental, value‑oriented research process and implements proprietary active model portfolios—typically holding 10–50 securities—using mutual funds, Dimensional funds, ETFs and occasional individual equities with a generally long‑term orientation. Wiregrass monitors accounts on an ongoing basis, may rebalance or execute shorter‑term trades for tax, reallocation or liquidity reasons, and provides periodic reports on holdings, allocations and performance.

Compared with peers, Wiregrass manages about $159.7 million while servicing more than 300 client relationships with a single listed advisor, an unusually high client‑to‑advisor ratio for its category. The firm also operates a wrap fee program that bundles securities transaction costs with advisory fees, and it conducts its custody and execution through an institutional relationship with LPL Financial while incorporating performance reporting and ERISA‑focused plan oversight into its service mix.