{
  "crd_number": 284608,
  "slug": "wiregrass-asset-management-thomasville-ga-284608",
  "primary_business_name": "WIREGRASS ASSET MANAGEMENT",
  "legal_name": "WIREGRASS INVESTMENT MANAGEMENT LLC",
  "dbas": [
    "WIREGRASS ASSET MANAGEMENT"
  ],
  "city": "Thomasville",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "45620",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-04-20",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-05-12",
  "carried_forward": false,
  "raum_total": 159669174.0,
  "raum_discretionary": 141228320.0,
  "raum_non_discretionary": 18440854.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 30337405.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 28941576.0,
      "count": 208
    },
    "pension_profit_sharing": {
      "raum": 23461053.0,
      "count": 11
    },
    "high_net_worth_individuals": {
      "raum": 66093007.0,
      "count": 105
    },
    "corporations_other_businesses": {
      "raum": 10836133.0,
      "count": 6
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "GA",
    "LA",
    "TX"
  ],
  "websites": [
    "https://facebook.com/wiregrassinvest",
    "https://linkedin.com/in/ben-jones-8a2441116",
    "https://wiregrassinvest.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/284608",
  "city_as_filed": "THOMASVILLE",
  "url": "https://advisorcensus.com/firm/wiregrass-asset-management-thomasville-ga-284608",
  "display_name": "Wiregrass Asset Management",
  "summary": "Wiregrass Asset Management is an SEC-registered investment advisory firm in Thomasville, GA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 12, 2026.",
  "citation": "AdvisorCensus. Wiregrass Asset Management (CRD 284608): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Wiregrass Asset Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Wiregrass Asset Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Wiregrass Asset Management charge?",
      "a": "Its Form ADV Part 2A brochure dated May 12, 2026 states: Flat fee: $1,500 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Wiregrass Asset Management located?",
      "a": "Wiregrass Asset Management's principal office is in Thomasville, GA, according to its Form ADV."
    },
    {
      "q": "Is Wiregrass Asset Management registered with the SEC or a state?",
      "a": "Wiregrass Asset Management is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 284608."
    },
    {
      "q": "How much does Wiregrass Asset Management manage?",
      "a": "Wiregrass Asset Management reports $159,669,174 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (88% discretionary)."
    },
    {
      "q": "How have Wiregrass Asset Management's assets and staff changed since 2022?",
      "a": "In the Form ADV data for Wiregrass Asset Management: Regulatory assets under management: $115,467,979 in the October 2022 data and $159,669,174 in the October 2026 data, up 38%. Total employees: 2 in October 2022 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Wiregrass Asset Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (208); high net worth individuals (105); pension and profit sharing plans (but not the plan participants or government pension plans) (11)."
    },
    {
      "q": "Which custodians does Wiregrass Asset Management use?",
      "a": "Wiregrass Asset Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Wiregrass Asset Management report any disciplinary disclosures?",
      "a": "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/284608"
    },
    {
      "q": "Does Wiregrass Asset Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated May 12, 2026 says: \"Wiregrass generally requires a minimum size for establishing a relationship of $150,000 to effectively implement its investment process.\""
    },
    {
      "q": "What changed in Wiregrass Asset Management's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $129,906,438 to $159,669,174 (+23%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 115467979.0,
      "total_employees": 2,
      "filing_date": "2022-09-06"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 100164347.0,
      "total_employees": 2,
      "filing_date": "2023-07-06"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 94263110.0,
      "total_employees": 2,
      "filing_date": "2024-02-21"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 129906438.0,
      "total_employees": 2,
      "filing_date": "2025-07-07"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 159669174.0,
      "total_employees": 3,
      "filing_date": "2026-05-12"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $129,906,438 to $159,669,174 (+23%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 12, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$150,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,500 (financial planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $150,000"
        ],
        "quotes": [
          "Wiregrass generally requires a minimum size for establishing a relationship of $150,000 to effectively implement its investment process."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,500 (financial planning services)"
        ],
        "quotes": [
          "Wiregrass offers financial planning services for a fixed fee ranging up to $1,500. Fees may be negotiable depending on the nature and complexity of services to be provided"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 150000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": 1500.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "Wiregrass generally requires a minimum size for establishing a relationship of $150,000 to effectively implement its investment process.",
      "Wiregrass offers financial planning services for a fixed fee ranging up to $1,500. Fees may be negotiable depending on the nature and complexity of services to be provided"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "LPL Financial LLC",
      "name_as_filed": "LPL FINANCIAL LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/wiregrass-asset-management-thomasville-ga-284608.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 208,
      "fewer_than_5": false,
      "raum": 28941576.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 105,
      "fewer_than_5": false,
      "raum": 66093007.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 23461053.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 30337405.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 10836133.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/284608",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}