Protective Investment Advisors Inc

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Assets, Funds, Holdings

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Protective Investment Advisors Inc
CRD #107542
SEC #801-45890
CIK #
AUM
Employees 22 (73% Investors, 0% Brokers)
Fees
Minimum
Phone205-268-1000
Address2801 Highway 280 South
Birmingham, AL 35223
Source [IAPD]
Total AUM ($B)
151296302001200920172025
Fees and Compensation — Form ADV Part 2A (5/14/2020) [Brochure]
Item 5 - Fees and Compensation

Fees and compensation are agreed to in PIA’s Investment Services Agreement with its
client. Any fees and compensation have been agreed upon and must be in accordance
with the investment guidelines, which are a part of PIA’s agreement with its client.
Account Minimums and Types of Clients — Form ADV Part 2A (5/14/2020) [Brochure]
Item 7- Types of Clients

PIA’s only client is Golden Gate II, an affiliated captive insurance company.

4|Page
AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(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 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 1 1.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1 1.0
By Discretionary
Discretionary 1 1.0
Non-Discretionary 0 0.0
Total 1 1.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1.0
Total 1 1.0
Firm Profile (Form ADV)
Discretionary AUM$0.8B
ServesInstitutional
LEI549300381W9JI84WX731
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