Southeast Asset Advisors Inc

Southeast Asset Advisors, LLC, based in Delaware and formerly known as Southeast Asset Management, has been providing investment advisory services since 1992. The firm has 13 employees, 8 of whom fill advisory roles, though client figures have not been disclosed. It remains SEC approved as of their registration date in December 1992.

• BERNARD NMN LANIGAN

  CHAIRMAN & CEO owns less than 5%

• CHARLES BRADFORD JACKSON

  CHIEF COMPLIANCE OFFICER owns less than 5%

• DAVID MARK FLETCHER

  DIRECTOR owns less than 5%

• FRANK JOHN MERCER

  DIRECTOR owns less than 5%

• MARK COOPER SAUSSY

  CHIEF OPERATING OFFICER owns less than 5%

• SEAA HOLDINGS, INC.

  MANAGING MEMBER owns 75% or more

• CHARLES SCHWAB & CO., INC.
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• CHARLES SCHWAB & CO., INC.
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• MILLENNIUM TRUST COMPANY
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• RAYMOND JAMES & ASSOCIATES, INC.
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• Allen Mooney & Barnes Investment Advisors LLC
• Murphy Middleton Hinkle & Parker Inc

• The Changing Tides of Southeast Asset Advisors: A Q3 to Q4 2022 Holdings Comparison

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