SOUTHEASTERN ADVISORY SERVICES INC

Adviser information for SOUTHEASTERN ADVISORY SERVICES INC last updated from Form ADV on February 8th, 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	Corporation
Fiscal Year End	DECEMBER
Legal Location	Georgia, United States

Employees

Total Number of Employees	7
Investment Advisory/Research	5
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	No

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	0	$0
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	0	$0
Charitable organizations	0	$0
State or municipal gov entities	32	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	1	$0
Other	2	$0

Type	Number
No. of Non-RAUM Clients	35
No. of Non-U.S. Clients	0

Services

Advisory Services	Pension consulting services
Compensation	Fixed fees

Identifiers

SEC RIA File Number	801-31661
SEC ERA File Number	801-31661
SEC CIK Numbers	None
SEC CRD Numbers	109817
Legal Entity Identifier	None

Principal Office

190 OTTLEY DR
SUITE B2A
ATLANTA
GA
United States

Monday - Friday, 9:00 AM TO 5:00 PM

Tel: 404-237-3156, Fax: None

Websites

www.seadvisory.com

Chief Compliance Officer

KURT LOFTERS

MANAGING DIRECTOR

190 OTTLEY DR

SUITE B2A

ATLANTA

United States

Tel: 404-237-3156

K***@*************M

(Full email address available in API data)

Regulatory Contact

JEFFREY SWANSON

PRESIDENT