Island Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$79,752,839
Total clients
70
14% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
70
Average account size
$1,139,326
About
The firm provides ongoing asset management services to individual and high‑net‑worth clients, offering both discretionary and non‑discretionary portfolio management tailored to client goals, time horizons, and risk tolerance. Client objectives and restrictions are documented and investment programs are implemented in line with those stated preferences.
The firm’s investment process draws on fundamental and technical analysis and may include long‑term holdings, shorter‑term trading, and options strategies; accounts are reviewed at least quarterly with attention to target allocations, rebalancing, and tax‑loss harvesting. When clients elect non‑discretionary service, the firm obtains prior client approval for each trade, and the firm typically executes transactions through Interactive Brokers and may aggregate orders across client accounts.
Noteworthy features include an unusually high proportion of non‑discretionary assets (as of December 31, 2025 the firm reported approximately $71.7 million in non‑discretionary assets versus about $8.0 million discretionary), which is uncommon for independent advisers. The firm’s principal also has extensive experience in regional banking and broker‑dealer roles (including positions at Coastal Bank of Georgia and Synovus Securities), the firm is deemed to have limited custody only because advisory fees are deducted by custodians, and the firm does not vote client proxies.
Client services
Expertise
Fee options
$0 - $5,000,000: 1.00% annually $5,000,000.01 - $10,000,000: 0.75% annually $10,000,000.01 - $15,000,000: 0.50% annually $15,000,000.01+: Negotiable
Account minimum: $50,000
Main office location
Island Asset Management, LLC
247 Edwards Plaza Unit 17, Box 13
Saint Simons Island GA 31522, United States
Number of offices
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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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.
Forms ADV
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