SourcingSourcing

WIREGRASS INVESTMENT MANAGEMENT LLC

B57
CRD 284608·SEC 801-124691·THOMASVILLE, GA
AUM
$159.7M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$479K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WIREGRASS INVESTMENT MANAGEMENT LLC
CRD
284608
SEC file #
801-124691
EIN
810842420
DBA names
Wiregrass Asset Management

Economics

AUM
$159.7M
AUM band
$100M-$500M
AUM trajectory
'23'26
$115.5M → $159.7M▲ +38%
Client mix
Individuals Other208
Individuals High Net Worth105
Pension Profit Sharing Plans11
Corporations6

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'23'26
2 advisors → 1 advisors▼ -50%
Primary office
THOMASVILLE GA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
facebook.com/wiregrassinvest(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
JONES, FRED, BENJAMIN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
JONES, FRED, BENJAMIN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002109460
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-13
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0001951757-26-000851

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1697
Soi Zip Pct 200k Plus
0.0583
Soi Zip Returns 200k Plus
550
Soi Zip Total AGI
721,903
Fdic Zip Total Deposits
34,280,942,000
Fdic Zip Branch Count
289
Fdic Zip Top Banks
Thomasville National Bank
Thomas County Federal Savings and Loan Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Lpl Financial6
E*trade4
Edgar Addresses
Mailing
317 KERN STREETTHOMASVILLE, GA 31792
Business
317 KERN STREETTHOMASVILLE, GA 31792
Edgar EIN
810842420
Edgar Recent Filings
13F-HR2026-05-13 · 0001951757-26-000851
13F-HR2026-02-13 · 0001951757-26-000456
Fdic Zip Branches Raw
Trust Company Bank of South Georgia, National AssociationThomasville, GA
Trust Company Bank of South Georgia, National AssociationThomasville, GA
Fdic Zip HHI
2223.7
Fdic Zip Top Bank Share Pct
40.47
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI46,110
Returns3,450
Stub 2
AGI89,006
Returns2,470
Stub 3
AGI75,650
Returns1,240
Soi Zip Total Business Income
14,870
Soi Zip Total Cap Gains
37,453
Soi Zip Total Dividends
27,747
Soi Zip Total Returns
9,430
Top Owner CRD
4117289
Trust Company Affiliate
No

People (1)

1
JONES, FRED, BENJAMIN
IAR · Direct Owner · 87.5%
4117289