Windemere Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,812,754
Total clients
42
69% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
42
Average account size
$566,970
About
Windemere Advisors, LLC is a small independent, single‑advisor registered investment adviser that provides discretionary portfolio management, financial planning, and selection of third‑party investment advisers to individual and high‑net‑worth clients. The firm reports managing about $23.8 million across roughly 42 client accounts and documents client objectives and risk tolerance in written investment policy statements.
The firm states it employs modern portfolio theory and a long‑term trading approach, generally investing in mutual funds, ETFs, equities, and fixed‑income securities while creating and following individualized investment policy statements. Windemere conducts quarterly reviews, provides discretionary trading authority, and performs due diligence before recommending third‑party managers.
Noteworthy disclosures in the brochure include an affiliation between the firm’s principal and an accounting firm (the principal holds CPA/PFS credentials), a relationship the firm identifies as a potential conflict when tax or accounting services intersect with advisory work. The firm also notes it may use other securities to diversify portfolios and reports the use of derivatives in separately managed accounts—an uncommon practice among similar solo independent advisers—and typically directs clients to a specified custodian and may receive fee‑sharing from recommended managers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Fee options
$0 - $100,000: 1.00% $100,001 - $500,000: 0.85% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.50% $2,000,001 - $3,000,000: 0.45% $3,000,001+: 0.40%
$176 to $225 per hour for financial planning services
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Main office location
Windemere Advisors, LLC
2701 Windemere Drive
Valdosta GA 31602, United States
Number of offices
1
Forms ADV
Quick links
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