WIREGRASS ASSET MANAGEMENT
WIREGRASS INVESTMENT MANAGEMENT LLC Legal Name
Adviser information for WIREGRASS ASSET MANAGEMENT last updated from Form ADV on February 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Georgia, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 318 | $87.9M |
| Non-Discretionary | 4 | $6.4M |
| Total | 322 | $94.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 182 | $17.8M |
| HNW Individuals | 113 | $34.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 21 | $10.5M |
| Charitable organizations | <5 | $26.3M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $5.3M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMFixed fees |
Wrap Fee Program
| Offers Wrap Fee Program | Yes |
|---|
| Acting As | RAUM |
|---|---|
| Sponsor | 6.4M |
| Portfolio Manager | 0 |
| Both for Same | 87.9M |
| Portfolio Manager to Program | Sponsor |
|---|---|
| WIREGRASS WRAP FEE PROGRAM | WIREGRASS INVESTMENT MANAGEMENT LLC |
Identifiers
| SEC RIA File Number | 801-124691 |
|---|---|
| SEC ERA File Number | 801-124691 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 284608 |
| Legal Entity Identifier | None |
Principal Office
317 KERN STREETTHOMASVILLE
GA
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: (229) 226-0111, Fax: (229) 236-4128
Chief Compliance Officer
FRED (BENJAMIN) JONES
MANAGING MEMBER
317 KERN STREET
THOMASVILLE
GA
United States
Tel:
(229) 226-0111
Fax:
(229) 236-4128
B********@******M
(Full email address available in API data)
Regulatory Contact
LANGLEY DEVANE
OFFICE MANAGER
317 KERN STREET
THOMASVILLE
GA
United States
Tel:
(229) 226-0111
Fax:
(229) 236-4128
L*************@******M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| JONES, FRED, BENJAMIN | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 07/2016 | > 75% |