DFX Intelligence
Data Factory
Reading the graph
Reading the graph
ASSET ADVISORS INVESTMENT MANAGEMENT, LLC, CRD 297305
AUGUSTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| ROBERT WILLIAMS RICE | Certified Financial Planner | Augusta, GA | 8 | 25 | 1 | no |
| JAMES H MANNING | n/a | AUGUSTA, GA | 6 | 14 | 1 | no |
| William Bennett Evans | Certified Financial Planner|Personal Financial Specialist | AUGUSTA, GA | 3 | 12 | 1 | no |
| RUSTY ALAN WOODWARD | Chartered Financial Analyst | AUGUSTA, GA | 3 | 13 | n/a | no |
| Benjamin Allen Braxton | n/a | AUGUSTA, GA | 2 | 12 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| Braxton, Benjamin, Allen | CHIEF OPERATIONS OFFICER | Na | yes | 01/2020 | Mar 8, 2021 | Dec 4, 2024 |
| CD&R FERDINAND CO-INVESTOR, L.P. | Partner | C | yes | 08/2023 | Sep 26, 2023 | Dec 4, 2024 |
| CD&R FERDINAND HOLDINGS, L.P. | Partner | D | yes | 08/2023 | Sep 26, 2023 | Dec 4, 2024 |
| CLAYTON, DUBILIER & RICE FUND XII, L.P. | Partner | D | yes | 08/2023 | Sep 26, 2023 | Dec 4, 2024 |
| FERDINAND FFP ACQUISITION, LLC | SHAREHOLDER, CLASS A COMMON STOCK | E | yes | 08/2023 | Sep 26, 2023 | Dec 4, 2024 |
| FERDINAND FFP INTERMEDIATE HOLDINGS, LLC | Member | E | yes | 08/2023 | Sep 26, 2023 | Dec 4, 2024 |
| FERDINAND FFP PARENT, INC. | Member | E | yes | 08/2023 | Sep 26, 2023 | Dec 4, 2024 |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | Shareholder | E | yes | 08/2023 | Sep 26, 2023 | Dec 4, 2024 |
| FERDINAND FFP ULTIMATE HOLDINGS, LP | SHAREHOLDER CLASS B COMMON STOCK | E | yes | 08/2023 | Sep 26, 2023 | Dec 4, 2024 |
| FOCUS FINANCIAL PARTNERS INC. | Member | E | yes | 07/2018 | Aug 21, 2018 | Dec 4, 2024 |
| FOCUS FINANCIAL PARTNERS, LLC | Member | E | yes | 01/2007 | May 21, 2018 | Dec 4, 2024 |
| FOCUS OPERATING, LLC | MEMBER (MANAGER) | E | yes | 07/2018 | Jul 27, 2018 | Dec 4, 2024 |
| Kuehl, Emma, Nichole | CHIEF COMPLIANCE OFFICER | Na | yes | 09/2024 | Sep 23, 2024 | Dec 4, 2024 |
| RICE, ROBERT, WILLIAMS | VICE PRESIDENT | Na | yes | 07/2018 | May 21, 2018 | Dec 4, 2024 |
| RUSH, GEORGE, ANDREW | President | Na | yes | 07/2018 | May 21, 2018 | Dec 4, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| SENTINEL PENSION ADVISORS INC | n/a | Institutional manager | $12B | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 24, 2026 | $1.4B | $1.4B | 9 | 6 | 0 | n/a | n/a |
| 2024 | Mar 27, 2025 | $1.3B | $1.3B | 9 | 6 | 0 | n/a | n/a |
| 2023 | Mar 27, 2024 | $1.1B | $1.1B | 9 | 5 | 0 | n/a | n/a |
| 2022 | Mar 28, 2023 | $1.1B | $1.1B | 7 | 3 | 0 | n/a | n/a |
| 2021 | Mar 24, 2022 | $1.2B | $1.2B | 7 | 3 | 0 | n/a | n/a |
| 2020 | Mar 8, 2021 | $998M | $998M | 6 | 3 | 0 | n/a | n/a |
| 2019 | Feb 21, 2020 | $933M | $933M | 8 | 4 | 0 | n/a | n/a |
| 2018 | Feb 9, 2019 | $781M | $781M | 6 | 2 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.4B | $1.3B | 7.6% | $1.1B | 9.9% | 9 | 9 | 0 | 0 |