RIA Intel›Advisers›Georgia›ISLAND ASSET MANAGEMENT, LLC

ISLAND ASSET MANAGEMENT, LLC

Advisory

SAINT SIMONS ISLAND, GA

Data as of Jul 16, 2026 · Source: SEC Form ADV

Rank in GA

#487

of 607 advisers by AUM

Average account

$1M

across 78 accounts

AUM per adviser

$49M

2 advisers

Source: SEC Form ADV. Figures as filed Jul 16, 2026.

Total AUM

$98M

Discretionary %

14.5%

Clients

78

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$98M

Discretionary AUM$14M

Non-Discretionary AUM$84M

Discretionary %14.5%

Total Clients78

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

78 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

BROWN WEALTH MANAGEMENT, LLC

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$98M

-11.3% 1Y

MERSEREAU, LAZENBY & ROCKAS, L.L.C.

SUWANEE, GA

$99M

CRESCENT WEALTH ADVISORY, LLC

ATLANTA, GA

$99M

HEINZ & ASSOCIATES, INC.

ATLANTA, GA

$97M

GLOBALCLEAR INVESTMENT & DEPOSITORY LLC

MARIETTA, GA

$100M

0.0% 1Y

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