Chairman & CEO · Southeast Asset Advisors, LLC
Bernard N. Lanigan
CRD 2942282 · Named on Form ADV at one SEC-registered adviser
At a glance
Southeast Asset Advisors, LLC, an SEC-registered wealth manager based in Thomasville, GA with $4.2 billion in regulatory assets, lists Bernard N. Lanigan on its Form ADV as Chairman & CEO, a control person.
Firms and roles
- Southeast Asset Advisors, LLCChairman & CEOWealth manager · Thomasville, GA · $4.2B in regulatory assets
AtlasMembers
Bernard’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Charles B. JacksonChief Compliance Officer, Chief Financial Officer and President, Southeast Asset Advisors, LLC
- Mark C. SaussyChief Operating Officer, Executive Vice President and Secretary, Southeast Asset Advisors, LLC
- Thomas M. LelandMember, Southeast Asset Advisors, LLC
- Granger C. OsborneMember, Southeast Asset Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bernard’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.