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| Asset Advisors Investment Management LLC
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| CRD # | 297305 |
| SEC # | 801-113477 |
| CIK # | 0001596355, 0001756695, 0001054233 |
| AUM | 1,399.0 M (2026-03-24) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 706-650-9900 |
| Address | 2814A Hillcreek Drive Augusta, GA 30909-5635 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Micron Technology Inc | 20.5 | ||
| Brookfield Asset Management Inc | 14.7 | ||
| Williams Companies Inc | 12.9 | ||
| Alphabet Inc | 11.9 | ||
| FPL Group Inc | 10.1 | ||
| Apple Inc | 9.9 | ||
| Ally Financial Inc | 7.3 | ||
| Brookfield Renewable Corp | 7.1 | ||
| Lennar Corp /New/ | 6.5 | ||
| Occidental Petroleum Corp /DE/ | 5.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 211 | 49.6 |
| (b) Individuals (high net worth individuals) | 245 | 1,297.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 22.8 |
| (h) Charitable organizations | 11 | 26.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,263 | 1,399.0 |
| By Discretionary | ||
| Discretionary | 1,263 | 1,399.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,263 | 1,399.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,399.0 | |
| Total | 1,263 | 1,399.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001054233] | |
| 13F-HR | [0001596355] | |
| 13F-HR | [0001756695] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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TX | 1,403.0 M |
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LA | 1,397.8 M |
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PA | 1,395.3 M |
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Marietta Wealth Management LLC
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GA | 1,394.5 M |