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Warren Averett Asset Management, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 12, 2019
    • $2.5B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 3K
      Accounts
    • $854.8K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

27

name start date
Jeffrey Paul Helms
April 2012
Morris Lee Brill
March 2014
Joshua Glenn Miller
June 2012
John Randolph Adams
November 2012
Charles Davis Haines
April 2017

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Emerant Wealth, LLC IAR $39,194,361
    Kinsight, LLC IAR $7,110,125
    National Advisors Trust Company, Fsb -- --
    Warren Averett, LLC -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Melanie Luther Nichols Vice President January, 2012 less than 5%
      Joshua Layne Reidinger President September, 2012 less than 5%
      Steven Clay Causey Secretary / Treasurer November, 2014 less than 5%
      Heath Ryan Echols Member April, 2017 less than 5%
      John Brown Cox Member / Chief Investment Officer April, 2017 less than 5%
      Justin Thomas Russell Chief Operating Officer March, 2019 less than 5%
      Andrea Wright Johnson Chief Compliance Officer March, 2019 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees