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| Wiregrass Investment Management LLC
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| CRD # | 284608 |
| SEC # | 801-124691 |
| CIK # | 0002109460 |
| AUM | 159.7 M (2026-05-12) |
| Employees | 3 (33% Investors, 33% Brokers) |
| Fees | |
| Minimum | |
| Phone | 229-226-0111 |
| Address | 317 Kern Street Thomasville, GA 31792 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002109460 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.6 | ||
| Nvidia Corp | 7.3 | ||
| UnitedHealth Group Inc | 6.6 | ||
| Broadcom Inc | 4.8 | ||
| Microsoft Corp | 4.7 | ||
| Alphabet Inc | 4.7 | ||
| Amazon Com Inc | 4.0 | ||
| J P Morgan Chase & Co | 3.9 | ||
| Chevron Corp | 2.5 | ||
| Mastercard Inc | 2.2 | ||
| BB&T Corp | 2.0 | ||
| Facebook Inc | 1.8 | ||
| Flowers Foods Inc | 1.8 | ||
| Tesla Motors Inc | 1.7 | ||
| Johnson & Johnson | 1.7 | ||
| Home Depot Inc | 1.7 | ||
| Cummins Inc | 1.6 | ||
| General Electric Co | 1.6 | ||
| Morgan Stanley | 1.5 | ||
| Salesforce Com Inc | 1.4 | ||
| Costco Wholesale Corp /NEW | 1.3 | ||
| Public Service Enterprise Group Inc | 1.3 | ||
| Principal Financial Group Inc | 1.3 | ||
| Iron Mountain Inc | 1.3 | ||
| Fastenal Co | 1.3 | ||
| McDonalds Corp | 1.2 | ||
| 3M Co | 1.2 | ||
| LyondellBasell Industries NV | 1.1 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 208 | 28.9 |
| (b) Individuals (high net worth individuals) | 105 | 66.1 |
| (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 | 11 | 23.5 |
| (h) Charitable organizations | 0 | 30.3 |
| (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 | 6 | 10.8 |
| (n) Other | 0 | 0.0 |
| Total | 400 | 159.7 |
| By Discretionary | ||
| Discretionary | 394 | 141.2 |
| Non-Discretionary | 6 | 18.4 |
| Total | 400 | 159.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 159.7 | |
| Total | 400 | 159.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002109460] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Steven Feldstein & Associates
✚
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160.0 M | |
|
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CO | 159.6 M |
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Sycamore Investment Consulting Services LLC
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WI | 159.6 M |
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Capital Financial LLC
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|
MD | 159.4 M |
|
CornerStone Alternatives LLC
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|
159.4 M | |
|
Adare Asset Management LLC
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PA | 159.3 M |