RIA Intel›Advisers›Georgia›DAY & ENNIS, LLC

DAY & ENNIS, LLC

Advisory

N·MACON, GA

Data as of Jul 17, 2023 · Source: SEC Form ADV

Total AUM

$384M

1-Year AUM Growth

-6.9%

3-Year CAGR

+6.7%

Employees

6

Assets Under Management

Total AUM$384M

Discretionary AUM$383M

Non-Discretionary AUM$1M

Discretionary %99.7%

Total Clients—

Team

Total Employees6

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record33

First FilingMay 28, 2003

Latest FilingJul 17, 2023

🔒 Full AUM trend chart and 33 historical filings spanning 20+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on DAY & ENNIS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.