DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Wiregrass Asset Management
Legal name Wiregrass Investment Management LLC
Latest filing May 12, 2026
First filing on the tape Jul 14, 2016 · 21 filings
SEC status approved since Apr 20, 2022
RAUM
$160M
reported, Item 5.F
Discretionary
88%
of RAUM
Private clients
60%
$95.0M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$160M
derived; firm RAUM over IAPD count
Employees
3
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
21 filings and snapshots on the tape
RAUM$160M as of May 12, 2026
Feb 24, 2023$100M then
HNW client RAUM$66.1M as of May 12, 2026
Feb 24, 2023$35.1M then
State-registered IARs (5.B.3)1 as of May 12, 2026
Feb 24, 20232 then
Employees (5.A)3 as of May 12, 2026
Feb 24, 20232 then
Private funds: no history
RAUM +23% over the last fiscal year+17% a year over threeIARs 2 to 1
Practice profile
derived from the filing of May 12, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Solo or small team · one advisor, or a wealth manager with up to three advisors and one office
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $160MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 313derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $629,457derivedHNW RAUM over HNW clients
- Average account
- $399,173derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 88%derivedof RAUM
- Institutional
- 34%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 3.0derivedItem 5.A over advisors
- Advisors per office
- 1.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +23%derivedbetween the last two annual amendments
- Advisor growth, one year
- -50%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +0.3%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
- Wrap fee program
- $160MreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$66.1M41%
- Charitable organizations$30.3M19%
- Individuals$28.9M18%
- Pension and profit-sharing plans$23.5M15%
- Corporations and businesses$10.8M6.8%
- Individual clients
- 208reported
- HNW clients
- 105reported
- Pension plan clients
- 11reported
- Charitable clients
- n/areported
- Accounts
- 400reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- $18.4M sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.6 fund_share=0.0 institutional_share=0.34 related_bd=false related_bank=false bd_reps=1.0derived
Advisors registered through the firm
1 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Fred Benjamin Jones | Thomasville, Ga | Aug 8, 2016 | 26 y | 2 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- Langley H Holley to Navy Federal Investment Services, LLCJul 7, 2025 · RIA to affiliated broker-dealer or bank
- Todd Ferrell Shiver to Newedge AdvisorsJul 2, 2018 · Other
- Jared Michael Mcgahee to Newedge AdvisorsJul 2, 2018 · Other
- Ellis James Shiver to Newedge AdvisorsJul 2, 2018 · Other
- Gregory David Bright to Newedge AdvisorsJul 2, 2018 · Other
Joined, latest
- Todd Ferrell Shiver from Wells Fargo AdvisorsAug 26, 2016 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Ellis James Shiver from Wells Fargo AdvisorsAug 26, 2016 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Jared Michael Mcgahee from Cetera Investment Advisers LLCAug 25, 2016 · Other
- Fred Benjamin Jones from Wells Fargo AdvisorsAug 8, 2016 · Wirehouse to a newly registered adviser (no RAUM reported yet)
Teams: two or more advisors moving together within fourteen days, from one state
- 4 left for Newedge AdvisorsJul 2, 2018 · Thomasville, Ga · Firm absorbed
- 2 joined from Wells Fargo AdvisorsAug 25, 2016 · Valdosta, Ga
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Benjamin Fred Jones · Managing Member And Chief Compliance Officercontrolsince 07/2016 · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Thomasville, Ga · principal | 1 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Accounts · 333 to 400Jul 7, 2025 to Feb 11, 2026
- HNW clients · 120 to 105Jul 7, 2025 to Feb 11, 2026
- Individual clients · 192 to 208Jul 7, 2025 to Feb 11, 2026
- Pension plan clients · 13 to 11Jul 7, 2025 to Feb 11, 2026
- Employees · 2 to 3Jul 7, 2025 to Feb 11, 2026
- Discretionary RAUM · $116M to $141MJul 7, 2025 to Feb 11, 2026
- HNW RAUM · $49.5M to $66.1MJul 7, 2025 to Feb 11, 2026
- Individual RAUM · $22.4M to $28.9MJul 7, 2025 to Feb 11, 2026
- Non-discretionary RAUM · $14.0M to $18.4MJul 7, 2025 to Feb 11, 2026
- Pension RAUM · $20.1M to $23.5MJul 7, 2025 to Feb 11, 2026
- RAUM · $130M to $160MJul 7, 2025 to Feb 11, 2026
- Wrap assets (sponsor) · $14.0M to $18.4MJul 7, 2025 to Feb 11, 2026
- Advisory employees · 2 to 1Mar 7, 2025 to Jul 7, 2025
- BD registered reps · 2 to 1Mar 7, 2025 to Jul 7, 2025
- Financial planning clients · 1-10 to 1-10Mar 7, 2025 to Jul 7, 2025
- State-registered IARs · 2 to 1Mar 7, 2025 to Jul 7, 2025
- Accounts · 322 to 333Oct 9, 2024 to Mar 7, 2025
- Corporate clients · unset to 6.0Oct 9, 2024 to Mar 7, 2025
- HNW clients · 113 to 120Oct 9, 2024 to Mar 7, 2025
- Individual clients · 182 to 192Oct 9, 2024 to Mar 7, 2025
- Pension plan clients · 21 to 13Oct 9, 2024 to Mar 7, 2025
- Discretionary RAUM · $87.9M to $116MOct 9, 2024 to Mar 7, 2025
- HNW RAUM · $34.5M to $49.5MOct 9, 2024 to Mar 7, 2025
- Individual RAUM · $17.8M to $22.4MOct 9, 2024 to Mar 7, 2025
- Non-discretionary RAUM · $6.4M to $14.0MOct 9, 2024 to Mar 7, 2025
- Pension RAUM · $10.5M to $20.1MOct 9, 2024 to Mar 7, 2025
- RAUM · $94.3M to $130MOct 9, 2024 to Mar 7, 2025
- Wrap assets (sponsor) · $6.4M to $14.0MOct 9, 2024 to Mar 7, 2025
- Accounts · 313 to 322Jul 6, 2023 to Feb 21, 2024
- HNW clients · 108 to 113Jul 6, 2023 to Feb 21, 2024
- Individual clients · 178 to 182Jul 6, 2023 to Feb 21, 2024
- Pension plan clients · 5 to 21Jul 6, 2023 to Feb 21, 2024
- Assets in custody · 0.0 to unsetJul 6, 2023 to Feb 21, 2024
- Discretionary RAUM · $80.2M to $87.9MJul 6, 2023 to Feb 21, 2024
- HNW RAUM · $35.1M to $34.5MJul 6, 2023 to Feb 21, 2024
- Individual RAUM · $14.6M to $17.8MJul 6, 2023 to Feb 21, 2024
- Non-discretionary RAUM · $20.0M to $6.4MJul 6, 2023 to Feb 21, 2024
- Pension RAUM · $22.6M to $10.5MJul 6, 2023 to Feb 21, 2024
- RAUM · $100M to $94.3MJul 6, 2023 to Feb 21, 2024
- Wrap assets (sponsor) · $20.0M to $6.4MJul 6, 2023 to Feb 21, 2024
Signals
2 dated events
- Langley H Holley left Wiregrass Asset Management for Navy Federal Investment Services, Llc (registered 2025-07-16)Jul 7, 2025 · Advisor changed firm · fact
- Wiregrass Asset Management filed its initial SEC registration (Form ADV)Mar 21, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 229-226-0111reportedpublished by the firm, firm site, Sep 16, 2026
- Business phone
- 229-236-4128reportedpublished by the firm, firm site, Sep 16, 2026
- Website
- WIREGRASSINVEST.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (229) 226-0111reportedpublic record, Form ADV, May 12, 2026
- Contact form
- wiregrassinvest.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
- Team page
- wiregrassinvest.com/teamreportedpublished by the firm, firm site, Sep 16, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $160Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026