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They include 41 state or municipal government entities, 25 individual clients and 15 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 17 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Sawgrass Asset Management offer?","answer":"Sawgrass Asset Management provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, and portfolio management for institutions.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Sawgrass Asset Management use?","answer":"Sawgrass Asset Management’s separately managed account assets are held at BNY Mellon (New York, NY), with $360M, Charles Schwab & Co., Inc. (Westlake, TX), with $342M, Salem Trust A Div of Argent Inst. Trust (Tampa, FL), with $296M and Northern Trust Securities, Inc. (Chicago, IL), with $287M. 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None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Sawgrass Asset Management invest in?","answer":"At the end of its last fiscal year, Sawgrass Asset Management’s separately managed accounts held 40% exchange-traded equities, 39% U.S. government and agency bonds, 15% investment grade corporate bonds, 4% cash and equivalents, 1% state and local bonds and 1% pooled vehicles (private funds and similar). It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Sawgrass Asset Management?","answer":"Sawgrass Asset Management’s direct owners are Dean McQuiddy (25% to 50%), Brian Monroe (25% to 50%), Sawgrass Asset Management, Inc. 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