SOUTHEAST ASSET ADVISORS, LLC
CRD #107588 SEC #801-42952 THOMASVILLE, GA 229-226-8839
SEC Registered Private Funds
Total AUM
$3.7B
Discretionary
$2.6B
Employees
15
Clients
251
Accounts
1,338
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $3.7B | $2.6B | $1.1B | 15 | 0 |
| Mar 2025 | $3.7B | $2.6B | $1.1B | 15 | 0 |
| Oct 2024 | $3.7B | $2.7B | $1.1B | 14 | 0 |
| May 2024 | $3.7B | $2.7B | $1.1B | 14 | 0 |
| Mar 2024 | $3.7B | $2.7B | $1.1B | 14 | 0 |
| Mar 2024 | $3.7B | $2.7B | $1.1B | 14 | 0 |
| Jul 2023 | $3.2B | $2.1B | $1.1B | 15 | 0 |
| Jul 2023 | $3.2B | $2.1B | $1.1B | 15 | 0 |
| Apr 2023 | $3.2B | $2.1B | $1.1B | 15 | 0 |
| Mar 2023 | $3.2B | $2.1B | $1.1B | 15 | 0 |
| May 2022 | $3.7B | $2.5B | $1.2B | 13 | 0 |
| Mar 2022 | $3.7B | $2.5B | $1.2B | 13 | 0 |
| Mar 2021 | $2.9B | $1.6B | $1.3B | 14 | 0 |
| Jul 2020 | $2.5B | $1.4B | $1.1B | 14 | 0 |
| Jun 2020 | $2.5B | $1.4B | $1.1B | 14 | 0 |
| Mar 2020 | $2.5B | $1.4B | $1.1B | 14 | 0 |
| Oct 2019 | $2B | $1B | $1B | 13 | 0 |
| Oct 2019 | $2B | $1B | $1B | 13 | 0 |
| Sep 2019 | $2B | $1B | $1B | 13 | 0 |
| Aug 2019 | $2B | $1B | $1B | 13 | 0 |
| Mar 2019 | $2B | $1B | $1B | 12 | 0 |
| Dec 2018 | $2.2B | $1.1B | $1.1B | 12 | 0 |
| Mar 2018 | $2.2B | $1.1B | $1.1B | 12 | 0 |
| Nov 2017 | $2B | $896.5M | $1.1B | 13 | 2 |
| Mar 2017 | $2B | $896.5M | $1.1B | 13 | 200 |
| Feb 2017 | $1.9B | $857.6M | $1.1B | 13 | 300 |
| Dec 2016 | $1.9B | $857.6M | $1.1B | 13 | 300 |
| Nov 2016 | $1.9B | $857.6M | $1.1B | 13 | 300 |
| May 2016 | $1.9B | $857.6M | $1.1B | 13 | 300 |
| Mar 2016 | $1.9B | $857.6M | $1.1B | 13 | 300 |
| Jan 2016 | $1.9B | $803.6M | $1.1B | 10 | 200 |
| Oct 2015 | $1.9B | $803.6M | $1.1B | 8 | 200 |
| Mar 2015 | $1.9B | $803.6M | $1.1B | 8 | 200 |
| Oct 2014 | $1.8B | $715.1M | $1B | 12 | 200 |
| Mar 2014 | $1.8B | $715.1M | $1B | 12 | 200 |
| Apr 2013 | $1.5B | $611.4M | $929.7M | 8 | 219 |
| Sep 2012 | $1.5B | $579.7M | $891M | 6 | 200 |
| Mar 2012 | $1.5B | $579.7M | $891M | 6 | 200 |
| May 2011 | $1.3B | $593M | $706.5M | 10 | -- |
| Mar 2011 | $1.3B | $593M | $706.5M | 10 | -- |
| Sep 2010 | $1.2B | $507.2M | $697M | 10 | -- |
| Mar 2009 | $1.2B | $444M | $709.4M | 10 | -- |
| Mar 2008 | $1.5B | $502.7M | $958.2M | 10 | -- |
| May 2007 | $1.3B | $429.5M | $874M | 10 | -- |
| Apr 2007 | $1.3B | $429.5M | $874M | 10 | -- |
| Mar 2007 | $1.3B | $429.5M | $874M | 10 | -- |
| Mar 2006 | $781.5M | $386.2M | $395.3M | 10 | -- |
| Apr 2004 | $341.1M | $301.6M | $39.5M | 10 | -- |
| Apr 2002 | $282.4M | $261.8M | $20.6M | 10 | -- |
DateJun 2025
Total AUM$3.7B
Discretionary$2.6B
Non-Disc.$1.1B
Employees15
Clients0
DateMar 2025
Total AUM$3.7B
Discretionary$2.6B
Non-Disc.$1.1B
Employees15
Clients0
DateOct 2024
Total AUM$3.7B
Discretionary$2.7B
Non-Disc.$1.1B
Employees14
Clients0
DateMay 2024
Total AUM$3.7B
Discretionary$2.7B
Non-Disc.$1.1B
Employees14
Clients0
DateMar 2024
Total AUM$3.7B
Discretionary$2.7B
Non-Disc.$1.1B
Employees14
Clients0
DateMar 2024
Total AUM$3.7B
Discretionary$2.7B
Non-Disc.$1.1B
Employees14
Clients0
DateJul 2023
Total AUM$3.2B
Discretionary$2.1B
Non-Disc.$1.1B
Employees15
Clients0
DateJul 2023
Total AUM$3.2B
Discretionary$2.1B
Non-Disc.$1.1B
Employees15
Clients0
DateApr 2023
Total AUM$3.2B
Discretionary$2.1B
Non-Disc.$1.1B
Employees15
Clients0
DateMar 2023
Total AUM$3.2B
Discretionary$2.1B
Non-Disc.$1.1B
Employees15
Clients0
DateMay 2022
Total AUM$3.7B
Discretionary$2.5B
Non-Disc.$1.2B
Employees13
Clients0
DateMar 2022
Total AUM$3.7B
Discretionary$2.5B
Non-Disc.$1.2B
Employees13
Clients0
DateMar 2021
Total AUM$2.9B
Discretionary$1.6B
Non-Disc.$1.3B
Employees14
Clients0
DateJul 2020
Total AUM$2.5B
Discretionary$1.4B
Non-Disc.$1.1B
Employees14
Clients0
DateJun 2020
Total AUM$2.5B
Discretionary$1.4B
Non-Disc.$1.1B
Employees14
Clients0
DateMar 2020
Total AUM$2.5B
Discretionary$1.4B
Non-Disc.$1.1B
Employees14
Clients0
DateOct 2019
Total AUM$2B
Discretionary$1B
Non-Disc.$1B
Employees13
Clients0
DateOct 2019
Total AUM$2B
Discretionary$1B
Non-Disc.$1B
Employees13
Clients0
DateSep 2019
Total AUM$2B
Discretionary$1B
Non-Disc.$1B
Employees13
Clients0
DateAug 2019
Total AUM$2B
Discretionary$1B
Non-Disc.$1B
Employees13
Clients0
DateMar 2019
Total AUM$2B
Discretionary$1B
Non-Disc.$1B
Employees12
Clients0
DateDec 2018
Total AUM$2.2B
Discretionary$1.1B
Non-Disc.$1.1B
Employees12
Clients0
DateMar 2018
Total AUM$2.2B
Discretionary$1.1B
Non-Disc.$1.1B
Employees12
Clients0
DateNov 2017
Total AUM$2B
Discretionary$896.5M
Non-Disc.$1.1B
Employees13
Clients2
DateMar 2017
Total AUM$2B
Discretionary$896.5M
Non-Disc.$1.1B
Employees13
Clients200
DateFeb 2017
Total AUM$1.9B
Discretionary$857.6M
Non-Disc.$1.1B
Employees13
Clients300
DateDec 2016
Total AUM$1.9B
Discretionary$857.6M
Non-Disc.$1.1B
Employees13
Clients300
DateNov 2016
Total AUM$1.9B
Discretionary$857.6M
Non-Disc.$1.1B
Employees13
Clients300
DateMay 2016
Total AUM$1.9B
Discretionary$857.6M
Non-Disc.$1.1B
Employees13
Clients300
DateMar 2016
Total AUM$1.9B
Discretionary$857.6M
Non-Disc.$1.1B
Employees13
Clients300
DateJan 2016
Total AUM$1.9B
Discretionary$803.6M
Non-Disc.$1.1B
Employees10
Clients200
DateOct 2015
Total AUM$1.9B
Discretionary$803.6M
Non-Disc.$1.1B
Employees8
Clients200
DateMar 2015
Total AUM$1.9B
Discretionary$803.6M
Non-Disc.$1.1B
Employees8
Clients200
DateOct 2014
Total AUM$1.8B
Discretionary$715.1M
Non-Disc.$1B
Employees12
Clients200
DateMar 2014
Total AUM$1.8B
Discretionary$715.1M
Non-Disc.$1B
Employees12
Clients200
DateApr 2013
Total AUM$1.5B
Discretionary$611.4M
Non-Disc.$929.7M
Employees8
Clients219
DateSep 2012
Total AUM$1.5B
Discretionary$579.7M
Non-Disc.$891M
Employees6
Clients200
DateMar 2012
Total AUM$1.5B
Discretionary$579.7M
Non-Disc.$891M
Employees6
Clients200
DateMay 2011
Total AUM$1.3B
Discretionary$593M
Non-Disc.$706.5M
Employees10
Clients--
DateMar 2011
Total AUM$1.3B
Discretionary$593M
Non-Disc.$706.5M
Employees10
Clients--
DateSep 2010
Total AUM$1.2B
Discretionary$507.2M
Non-Disc.$697M
Employees10
Clients--
DateMar 2009
Total AUM$1.2B
Discretionary$444M
Non-Disc.$709.4M
Employees10
Clients--
DateMar 2008
Total AUM$1.5B
Discretionary$502.7M
Non-Disc.$958.2M
Employees10
Clients--
DateMay 2007
Total AUM$1.3B
Discretionary$429.5M
Non-Disc.$874M
Employees10
Clients--
DateApr 2007
Total AUM$1.3B
Discretionary$429.5M
Non-Disc.$874M
Employees10
Clients--
DateMar 2007
Total AUM$1.3B
Discretionary$429.5M
Non-Disc.$874M
Employees10
Clients--
DateMar 2006
Total AUM$781.5M
Discretionary$386.2M
Non-Disc.$395.3M
Employees10
Clients--
DateApr 2004
Total AUM$341.1M
Discretionary$301.6M
Non-Disc.$39.5M
Employees10
Clients--
DateApr 2002
Total AUM$282.4M
Discretionary$261.8M
Non-Disc.$20.6M
Employees10
Clients--