Southeastern Asset Management Inc.

Southeastern Asset Management Inc. (CRD# 105276) is a financial advisory firm headquartered in Memphis, TN. They manage $12,713,508,008 in 74 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    12,714
    MILLION
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $171,804,162
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, CT, FL, GA, MO, NE, TN, TX, WI

Financial Advisors at Southeastern Asset Management Inc.
Showing 1 - 2 of 2 top financial advisors.
1
George S. Cates
CRD#: 1532338
6410 Poplar Ave., Suite 900, Memphis, TN 38119

George Cates (CRD# 1532338) is an Investment Advisor Representative working at Southeastern Asset Management Inc. in Memphis, TN and has over 24 years of experience in the finance industry.

2
Otis M. Hawkins
CRD#: 2316628
6410 Poplar Ave., Suite 900, Memphis, TN 38119

Otis Hawkins (CRD# 2316628) is an Investment Advisor Representative working at Southeastern Asset Management Inc. in Memphis, TN and has over 27 years of experience in the finance industry.

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