# Island Asset Management, LLC

> Island Asset Management, LLC is a state-registered investment advisory firm in Saint Simons Island, GA, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 16, 2026.

- CRD: 314592
- Filed as: ISLAND ASSET MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Saint Simons Island, GA
- Filing period: October 2026
- Form ADV filing dated: July 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314592
- AdvisorCensus page: https://advisorcensus.com/firm/island-asset-management-llc-saint-simons-island-ga-314592

## Quick answers

**How is Island Asset Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Island Asset Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Island Asset Management, LLC located?**
Island Asset Management, LLC's principal office is in Saint Simons Island, GA, according to its Form ADV.

**Is Island Asset Management, LLC registered with the SEC or a state?**
Island Asset Management, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314592.

**How much does Island Asset Management, LLC manage?**
Island Asset Management, LLC reports $98,368,562 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (14% discretionary).

**What types of clients does Island Asset Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (63); high net worth individuals (15).

**Does Island Asset Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/314592

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $98,368,562
- Discretionary: $14,243,947
- Non-discretionary: $84,124,615

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 63 | $10,568,919 |
| High net worth individuals | 15 | $87,799,643 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Island Asset Management, LLC (CRD 314592): Form ADV filing data as of October 2026.