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WIREGRASS ASSET MANAGEMENT
Legal name: WIREGRASS INVESTMENT MANAGEMENT LLC
CRD 284608File 801-124691
APPROVED
Retail clients
Filing as of May 12, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$159.7M
Bottom 25% of cohort (national)
Discretionary AUM
$141.2M
Non-discretionary $18.4M
Clients
330
400 accounts
Employees
3
Bottom 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Apr 20, 2022
- Principal office
- 317 KERN STREET, THOMASVILLE, GA, 31792
- Phone
- (229) 226-0111
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $159.7M
- Discretionary AUM
- $141.2M
- Non-discretionary AUM
- $18.4M
- Discretionary accounts
- 394
- Non-discretionary accounts
- 6
- Total accounts
- 400
- AUM per client
- $484K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $10.8M |
| Charitable organizations | Fewer than 5 | $30.3M |
| High net worth individuals | 105 | $66.1M |
| Pension and profit sharing plans | 11 | $23.5M |
| Individuals (other than high net worth individuals) | 208 | $28.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 2 | 3 | increased by1 |
| Mar 1, 2026 | Clients | 331 | 330 | decreased by1 |
| Mar 1, 2026 | AUM | $129,906,438 | $159,669,174 | increased by$29,762,736 |
| Mar 1, 2026 | Accounts | 333 | 400 | increased by67 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 214 | 331 | increased by117 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $115,467,979 | $129,906,438 | increased by$14,438,459 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 270 | 333 | increased by63 |
| May 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WIREGRASS ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WIREGRASS ASSET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.