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Asset Advisors

Updated today

Client assets under management

$1,347,129,247

Clients

456

54% high-net worth

Advisors

6

of 9 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

76

High

Average account size

$2,954,231

About

Asset Advisors provides discretionary wealth management and financial planning to high‑net‑worth and other individual clients, as well as charitable organizations, pension and profit‑sharing plans, and corporations. The firm reports about $1.4 billion in discretionary assets under management across roughly 456 client relationships and generally works with client relationships of $1 million or more.

Investment management is personalized and committee‑driven, with a long‑term orientation that emphasizes ETFs, individual equities, municipal and corporate bonds, and, when appropriate, allocations to private investment funds and other alternatives. Portfolios are managed primarily on a discretionary basis subject to client‑imposed restrictions, and the firm uses fundamental and technical analysis alongside due diligence on any third‑party or private managers it recommends.

What distinguishes Asset Advisors from many peers is its ownership and affiliate network within Focus Financial Partners, which gives it access to affiliated pooled investment vehicles managed by SCS, an affiliate relationship that the firm discloses and offers on a nondiscretionary basis. The firm also facilitates client access to UPTIQ credit and cash solutions, an affiliate insurance platform (Focus Risk Solutions), and 401(k) recordkeeping through an affiliate (Sentinel), and it makes private investment offerings available through broker‑dealer channels — arrangements that the brochure identifies as potential conflicts of interest and that the firm says it mitigates through disclosure and client consent; its AUM per advisor is also above $200 million, placing it in a smaller group of larger teams.

Client services

Financial planning Portfolio management Selection of other advisers
Credit and cash management solutions; insurance solutions

Expertise

Private / alternative investments

Fee options

Percentage

1% of assets under management annually

Other

Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $3,000 Fee-only: Fixed fees for financial planning services when no assets are under management; fees are negotiable and based on complexity and scope

Main office location

Asset Advisors

2814 A Hillcreek Drive

Augusta GA 30909-5635, United States

Number of offices

1

Most active in

California · Florida · Georgia · New Hampshire · North Carolina · South Carolina · Tennessee · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

William E

CFP®, PFS™

Augusta, GA

Asset Advisors

William Evans is a CFP® and PFS™ credentialed advisor with four years of industry experience. He is currently with Asset Advisors and has prior experience at Calvary Wealth, LLC and Serotta Maddocks Evans & Co. Asset Advisors provides personalized wealth management, discretionary investment management, and financial planning primarily to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm emphasizes multiyear holding periods and uses a combination of fundamental and technical analysis to construct portfolios mainly from ETFs, individual equities, bonds, and certificates of deposit.

Private / alternative investments
user avatar

Robert R

CFP®

Augusta, GA

Asset Advisors

Robert Rice is a CFP® professional with 18 years of experience in financial advising. He has worked at Asset Advisors since 2001, including both Asset Advisors Corporation and Asset Advisors Investment Management, LLC. The firm provides personalized wealth management, discretionary investment management, and financial planning to high-net-worth individuals, charitable organizations, pension plans, and corporations. Asset Advisors focuses on portfolios constructed from ETFs, individual equities, bonds, and certificates of deposit, employing a multiyear holding strategy guided by an internal investment committee.

Private / alternative investments
user avatar

James M

Series 65, Series 66

Augusta, GA

Asset Advisors

James Manning is a financial advisor at Asset Advisors in Augusta, GA, with 11 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Hull Property Group, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He has been with Asset Advisors since 2019. Asset Advisors provides personalized wealth management, discretionary investment management, and financial planning to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm primarily constructs portfolios from ETFs, individual equities, and fixed income securities, favoring multiyear holding periods guided by fundamental and technical analysis.

Private / alternative investments
user avatar

Benjamin B

Series 65

Augusta, GA

Asset Advisors

Benjamin Braxton is a financial advisor at Asset Advisors with a Series 65 designation and one year of industry experience. He has been with Asset Advisors Investment Management, LLC since 2020 and previously worked at Serotta Maddocks Evans & Co., CPA's from 2013 to 2019. Asset Advisors provides personalized wealth management, discretionary investment management, and financial planning primarily for high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm emphasizes multiyear holding periods using fundamental and technical analysis and offers clients access to a range of affiliated and third-party investment solutions.

Private / alternative investments
user avatar

George R

Series 63

Augusta, GA

Asset Advisors

George Rush is a financial advisor at Asset Advisors with 17 years of industry experience. He holds the Series 63 designation and has been with Asset Advisors Investment Management, LLC since 2018, following a 30-year tenure at Asset Advisors Corporation. Asset Advisors provides personalized wealth management, discretionary investment management, and financial planning services to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm focuses on portfolios constructed from ETFs, individual equities, and fixed income securities, employing a multiyear holding strategy supported by fundamental and technical analysis.

Private / alternative investments
user avatar

Rusty W

CFA®

Augusta, GA

Asset Advisors

Rusty Woodward is a CFA® charterholder with two years of experience in the financial industry. He is currently with Asset Advisors Investment Management LLC, where he has worked since 2023. Prior to this, he held roles at Sterling Capital and BB&T. Asset Advisors provides personalized wealth management, discretionary investment management, and financial planning to high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations. The firm emphasizes multiyear holding periods and uses a combination of fundamental and technical analysis to construct portfolios primarily from ETFs, individual equities, bonds, and certificates of deposit.

Private / alternative investments
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