I
Izett & Associates, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Izett & Associates is a state-registered investment adviser that provides discretionary investment management to individual and high-net-worth clients and states a $100,000 account minimum. The firm began operating in mid-2025, is organized as a single-principal LLC with that principal also serving as chief compliance officer, and currently reports no assets under management or client accounts.
Portfolios emphasize dividend- and interest-producing securities, including REITs, BDCs and other interest-bearing instruments, and the firm describes a combined long-term growth and income orientation. Management is typically discretionary; the firm trades exchange-traded equities on both a long and short basis and conducts periodic monitoring and reviews of client accounts.
Distinctive aspects include the firm’s new, single-principal structure with no reported AUM at initial filing, its explicit use of long/short equity trading together with an income-focused strategy, and its disclosure that it receives research or soft-dollar benefits from broker-dealers (which it says is monitored as a potential conflict). The firm also does not vote client proxies and does not participate in wrap programs or charge performance-based fees.
Client services
Portfolio management
Expertise
Passive / index investing
Fee options
$0 - $500,000: 1.20% $500,000.01 - $1,000,000: 0.95% $1,000,000.01+: 0.80%
Account minimum: $100,000
Main office location
Izett & Associates, LLC
Suwanee GA, United States
Number of offices
1
Most active in
Izett & Associates, LLC has reported serving >5 clients in these states in the last 12 months.
Tennessee
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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