# Wiregrass Asset Management

> 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.

- CRD: 284608
- Filed as: WIREGRASS ASSET MANAGEMENT
- Legal name: Wiregrass Investment Management LLC
- Also doing business as: WIREGRASS ASSET MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Thomasville, GA
- Filing period: October 2026
- Form ADV filing dated: May 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284608
- AdvisorCensus page: https://advisorcensus.com/firm/wiregrass-asset-management-thomasville-ga-284608

## Quick answers

**How is Wiregrass Asset Management compensated?**
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).

**How much does Wiregrass Asset Management charge?**
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.

**Where is Wiregrass Asset Management located?**
Wiregrass Asset Management's principal office is in Thomasville, GA, according to its Form ADV.

**Is Wiregrass Asset Management registered with the SEC or a state?**
Wiregrass Asset Management is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 284608.

**How much does Wiregrass Asset Management manage?**
Wiregrass Asset Management reports $159,669,174 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (88% discretionary).

**How have Wiregrass Asset Management's assets and staff changed since 2022?**
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.

**What types of clients does Wiregrass Asset Management serve?**
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).

**Which custodians does Wiregrass Asset Management use?**
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.

**Does Wiregrass Asset Management 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/284608

**Does Wiregrass Asset Management state an account minimum?**
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."

**What changed in Wiregrass Asset Management's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $129,906,438 to $159,669,174 (+23%).

## 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 May 12, 2026)

- Account minimum: $150,000

> Wiregrass generally requires a minimum size for establishing a relationship of $150,000 to effectively implement its investment process.

- Flat fee: $1,500 (financial planning services)

> 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

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

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

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: $159,669,174
- Discretionary: $141,228,320
- Non-discretionary: $18,440,854

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 208 | $28,941,576 |
| High net worth individuals | 105 | $66,093,007 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 11 | $23,461,053 |
| Charitable organizations | Fewer than 5 | $30,337,405 |
| Corporations or other businesses not listed above | 6 | $10,836,133 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, GA, LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wiregrassinvest.com
- Facebook @wiregrassinvest
- LinkedIn @ben-jones-8a2441116

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $115,467,979 | 2 | September 6, 2022 |
| October 2023 | $100,164,347 | 2 | July 6, 2023 |
| October 2024 | $94,263,110 | 2 | February 21, 2024 |
| October 2025 | $129,906,438 | 2 | July 7, 2025 |
| October 2026 | $159,669,174 | 3 | May 12, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $129,906,438 to $159,669,174 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wiregrass Asset Management (CRD 284608): Form ADV filing data as of October 2026.