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ASSET ADVISORS
Legal name: ASSET ADVISORS INVESTMENT MANAGEMENT, LLC
CRD 297305File 801-113477
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.40B
Above cohort median (national)
Discretionary AUM
$1.40B
Clients
476
1,263 accounts
Employees
9
Top 25% of cohort in GA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 25, 2018
- Principal office
- 2814-A HILLCREEK DRIVE, AUGUSTA, GA, 30909-5635
- Phone
- 706-650-9900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.40B
- Discretionary AUM
- $1.40B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,263
- Non-discretionary accounts
- 0
- Total accounts
- 1,263
- AUM per client
- $2.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.4M |
| Charitable organizations | 11 | $26.6M |
| High net worth individuals | 245 | $1.30B |
| Pension and profit sharing plans | 6 | $22.8M |
| Individuals (other than high net worth individuals) | 211 | $49.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.

