Wiregrass Investment Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Wiregrass Investment Management reports 330 clients. They include 208 individual clients, 105 high-net-worth individuals, and 11 pension and profit-sharing plans. Of its assets, 88.5% ($141M across 394 accounts) are managed with discretion; $18.4M across 6 accounts are not. A wrap fee program the firm both sponsors and manages holds $160M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 63% | 18% |
| High-net-worth individuals | 32% | 41% |
| Pension and profit-sharing plans | 3% | 15% |
| Charitable organizations | Fewer than 5 | 19% |
| Corporations and other businesses | 2% | 7% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 208 | $28.9M | 18.1% | $139K |
| High-net-worth individuals | 105 | $66.1M | 41.4% | $629K |
| Pension and profit-sharing plans | 11 | $23.5M | 14.7% | $2.13M |
| Charitable organizations | Fewer than 5 | $30.3M | 19.0% | — |
| Corporations and other businesses | 6 | $10.8M | 6.8% | $1.81M |
| Total | 330 | $160M | 100% | — |
- Clients
- 208
- Regulatory AUM
- $28.9M
- AUM share
- 18.1%
- Avg. per client
- $139K
- Clients
- 105
- Regulatory AUM
- $66.1M
- AUM share
- 41.4%
- Avg. per client
- $629K
- Clients
- 11
- Regulatory AUM
- $23.5M
- AUM share
- 14.7%
- Avg. per client
- $2.13M
- Clients
- Fewer than 5
- Regulatory AUM
- $30.3M
- AUM share
- 19.0%
- Avg. per client
- —
- Clients
- 6
- Regulatory AUM
- $10.8M
- AUM share
- 6.8%
- Avg. per client
- $1.81M
Total
- Clients
- 330
- Regulatory AUM
- $160M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Wiregrass Investment Management charges 0.50%–1.50% a year for its Wealth Management Services. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is a fixed fee ranging up to $1,500, negotiable depending on complexity, with an estimate given before engagement.
- Retirement Plan Advisory Services
- Retirement plan advisory is charged an annual asset-based fee of up to 1.50%, billed quarterly or monthly in advance and negotiable depending on plan size.
Fred Jones owns 75% or more of Wiregrass Investment Management. The leadership team of Wiregrass Investment Management includes Chief Compliance Officer Fred Jones. It has 3 employees, 1 of them in advisory roles.
Leadership
- Fred JonesManaging Member and Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 1 in advisory functions
- 1 state-registered rep
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Wiregrass Investment Management LLC
Fred Jones
Control person · since July 2016
Wiregrass Investment Management’s regulatory assets grew from $115M (June 2022) to $160M (May 2026); clients rose from 214 to 330 and employees from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $160M | 330 | 3 | 1 |
| July 2025 | $130M | 331 | 2 | 1 |
| February 2024 | $94.3M | 316 | 2 | 1 |
| July 2023 | $100M | 291 | 2 | 1 |
| June 2022 | $115M | 214 | 2 | 1 |
Besides its headquarters, Wiregrass Investment Management has 0 offices, with 1 listed address in Georgia.
Georgia · 1 listed address
- 317 Kern Street, ThomasvilleHQ
Other business names
Wiregrass Investment Management has reported 1 other business name to the SEC.
- Wiregrass Asset Management
Contact and registration details
- Legal name
- Wiregrass Investment Management LLC
- Headquarters
- 317 Kern Street, Thomasville, GA 31792
- Website
- wiregrassinvest.com
- Phone
- 229-226-0111
- SEC file
- 801-124691
- Structure
- Georgia LLC
- Fiscal year end
- December
Wiregrass Investment Management uses LPL Financial ($141M) as custodian for its separately managed accounts. Wiregrass Investment Management does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Boston, MA · $141M100%
At year end, Wiregrass Investment Management’s separately managed accounts were mostly in stocks (80%) and funds (17%). Its reported 13F holdings for the quarter ended 30 June 2026 total $147M across 113 positions; the largest are Apple Inc. (6.2%), Nvidia Corporation (6.1%) and Flowers Foods Inc. (5.2%).
What the accounts hold
- Stocks80%
- Funds17%
- Cash3%
Reported 13F holdings
- $147M
- Reported 13F value
- 113
- Positions
- 38.6%
- In the 10 largest
- +21.6%
- Value vs. prior quarter
- Apple Inc.6.2%
- Nvidia Corporation6.1%
- Flowers Foods Inc.5.2%
- Broadcom Inc.4.1%
- Alphabet Inc. · Cap Stk CL A4.0%
- Microsoft Corp.3.4%
- Amazon Com Inc.3.2%
- SPDR Series Trust · ST Str P500grw2.5%
- Micron Technology Inc.2.2%
- Principal Financial Group IN1.8%
Together, the ten largest are 38.6% of reported value.
How many clients does Wiregrass Investment Management have?
Wiregrass Investment Management has 330 clients and manages $160 million for them, as of May 2026. They include 208 individual clients, 105 high-net-worth individuals, and 11 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 12 May 2026
What services does Wiregrass Investment Management offer?
Wiregrass Investment Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Wiregrass Investment Management charge?
Wiregrass Investment Management charges 0.50%–1.50% a year for its Wealth Management Services. The fee is billed in advance and is negotiable.
Source: WIREGRASS DISCLOSURE BROCHURE, WRAP FEE PROGRAM BROCHURE AND BROCHURE SUPPLEMENTS, filed 12 May 2026
Which custodians does Wiregrass Investment Management use?
Wiregrass Investment Management’s separately managed account assets are held at LPL Financial LLC (Boston, MA), with $141M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 12 May 2026
How many financial advisors does Wiregrass Investment Management have?
Wiregrass Investment Management has 1 investment adviser representative registered with state securities authorities, out of 3 employees, and 1 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wiregrass Investment Management invest in?
At the end of its last fiscal year, Wiregrass Investment Management’s separately managed accounts held 80% exchange-traded equities, 17% registered funds (mutual funds, ETFs, BDCs) and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wiregrass Investment Management?
Wiregrass Investment Management’s direct owner is Fred Jones (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 12 May 2026
How does Wiregrass Investment Management get paid?
Wiregrass Investment Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Wiregrass Investment Management?
Wiregrass Investment Management’s main office is at 317 Kern Street, Thomasville, GA 31792. Its phone number is 229-226-0111. Its website is wiregrassinvest.com.