Southeastern Asset Management Inc.

Southeastern Asset Management Inc. (CRD# 105276) is a financial advisory firm headquartered in Memphis, TN. They manage $20,429,683,898 in 124 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    20,430
    MILLION
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $164,755,515
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 - 4 of 4 top financial advisors.
1
George S. Cates
CRD#: 1532338
6410 Poplar Ave., Suite 900, Memphis, TN 38119
93
Wealthminder
score

George Cates (CRD# 1532338) is an Investment Advisor Representative working at Southeastern Asset Management Inc. in Memphis, TN and has over 20 years of experience in the finance industry.

2
Otis M. Hawkins
CRD#: 2316628
6410 Poplar Ave., Suite 900, Memphis, TN 38119
93
Wealthminder
score

Otis Hawkins (CRD# 2316628) is an Investment Advisor Representative working at Southeastern Asset Management Inc. in Memphis, TN and has over 23 years of experience in the finance industry.

3
Fraser E. Marcus
CRD#: 707465
6410 Poplar Ave., Ste. 900, Memphis, TN 38119
93
Wealthminder
score

Fraser Marcus (CRD# 707465) is an Investment Advisor Representative working at Southeastern Asset Management Inc. in Memphis, TN and has over 34 years of experience in the finance industry.

4
Frank Stanley
CRD#: 1561773
6410 Poplar Ave., Suite 900, Memphis, TN 38119
93
Wealthminder
score

Frank Stanley (CRD# 1561773) is an Investment Advisor Representative working at Southeastern Asset Management Inc. in Memphis, TN and has over 30 years of experience in the finance industry.

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