# Asset Advisors

> Asset Advisors is an SEC-registered investment advisory firm in Augusta, GA, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 297305
- Filed as: ASSET ADVISORS
- Legal name: Asset Advisors Investment Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Augusta, GA
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297305
- AdvisorCensus page: https://advisorcensus.com/firm/asset-advisors-augusta-ga-297305

## Quick answers

**How is Asset Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Asset Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Asset Advisors charge?**
Its Form ADV Part 2A brochure dated March 20, 2026 states: Asset-based fee: 1% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Asset Advisors located?**
Asset Advisors' principal office is in Augusta, GA, according to its Form ADV.

**Is Asset Advisors registered with the SEC or a state?**
Asset Advisors is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297305.

**How much does Asset Advisors manage?**
Asset Advisors reports $1,399,036,377 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Asset Advisors' assets and staff changed since 2021?**
In the Form ADV data for Asset Advisors: Regulatory assets under management: $998,063,088 in the October 2021 data and $1,399,036,377 in the October 2026 data, up 40%. Total employees: 6 in October 2021 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Asset Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (245); individuals (other than high net worth individuals) (211); charitable organizations (11).

**Which custodians does Asset Advisors use?**
Asset Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Asset Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/297305

**What changed in Asset Advisors' recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in VA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Asset-based fee: 1% of assets a year

> Our typical investment advisory fee is 1% of a client’s assets under management. A few clients pay fixed fees rather than fees that are a percentage of the client’s assets under management.

- Minimum annual fee: $3,000

> Our minimum annual fee is $3,000. Fees are potentially negotiable.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,399,036,377
- Discretionary: $1,399,036,377
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 211 | $49,569,662 |
| High net worth individuals | 245 | $1,297,559,585 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $22,828,935 |
| Charitable organizations | 11 | $26,633,900 |
| Corporations or other businesses not listed above | 3 | $2,444,295 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 9 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, NC, NH, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [assetadvisors.com](https://assetadvisors.com)
- [focusfinancialpartners.com](https://focusfinancialpartners.com)
- LinkedIn @asset-advisors-investment-management
- LinkedIn @focus-financial-partners
- X @focusfinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $998,063,088 | 6 | March 10, 2021 |
| October 2022 | $1,236,197,066 | 7 | April 1, 2022 |
| October 2023 | $1,053,374,179 | 7 | September 26, 2023 |
| October 2024 | $1,149,241,264 | 9 | September 23, 2024 |
| October 2025 | $1,300,476,408 | 9 | March 27, 2025 |
| October 2026 | $1,399,036,377 | 9 | March 24, 2026 |

Regulatory assets under management: $998,063,088 in the October 2021 data and $1,399,036,377 in the October 2026 data, up 40%.
Total employees: 6 in October 2021 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in VA.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Asset Advisors (CRD 297305): Form ADV filing data as of October 2026.