Wiregrass Investment Management Llc
- Regulatory AUM
- $160M
- Discretionary
- $141M
- Clients
- 330
- Avg AUM / client
- $484K
- Accounts
- 400
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 12, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 208 | $28.9M | 18.1% |
| High net worth individuals | 105 | $66.1M | 41.4% |
| Pension and profit sharing plans | 11 | $23.5M | 14.7% |
| Charitable organizations | Fewer than 5 clients | $30.3M | 19.0% |
| Corporations and other businesses | 6 | $10.8M | 6.79% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Beck Auto Sales, Inc. 401(k) Plan Beck Auto Sales, Inc. | 2024 |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fred Benjamin Jones | Managing Member And Chief Compliance Officer | Jul 2016 (10y) | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Beck Auto Sales, Inc. 401(k) Plan | Beck Auto Sales, Inc. | 324 | $6.9M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/12/2026 | 910 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- LPL Financial $141M (88% of AUM) May 2026
- John Hancock Distributors Llc $19.1M (19% of AUM) Jul 2023
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: May 12, 2026.
View current Form ADV (SEC/IAPD) ↗