Windemere Advisors, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 283556
· Valdosta, GA
· WWW.LINKEDIN.COM
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ADV data as of Jan 07, 2026
- Regulatory AUM
- $23.8M
- Discretionary
- $23.8M
- Clients
- 42
- Avg AUM / client
- $567K
- Accounts
- 68
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 13 | $6.7M | 28.2% |
| High net worth individuals | 29 | $17.1M | 71.8% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Samuel Ross Hogan | Registered representative | Personal Financial Specialist | Jun 2016 (10y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/07/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Other fees
- • SELECTION OF OTHER ADVISERS FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Sei Investments Distribution Co. $22.2M (93% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 07, 2026.
View current Form ADV (SEC/IAPD) ↗