Southeast Financial Advisors, LLC
Southeast Financial Advisors, LLC is an SEC-registered mass-market adviser with $133.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Southeast Financial Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 121757, data through 2026-06-01.
- AUM (assets under management / regulatory AUM)
- $133.0M (2026-06-01)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 304
- CRD
- 121757
- Ownership
- SMITH, BRIAN, DAVID
How much AUM does Southeast Financial Advisors, LLC have?
Southeast Financial Advisors, LLC reported $133.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-01).
Who owns Southeast Financial Advisors, LLC?
Disclosed owners and executives of Southeast Financial Advisors, LLC include SMITH, BRIAN, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.