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314 Gordon Avenue, Thomasville, GA 31792 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2019-08-30 |
Branch Locations
701 E. Bay Street Suite 416, Charleston, SC 29403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Asset Management, Llc | Charleston | SC | 01/2011 | 08/2019 |
| Southeast Asset Advisors, Inc. | Charleston | SC | 08/2019 | Present |
Mr. Osborne is a Principal in SAA. SAA has an affiliate, Conifer Advisors, LLC ("Conifer Advisors"), whose primary business is managing the Conifer Funds. Conifer Advisors pays SAA distributions and fees for services, which also benefits SAA's principals as owners of Conifer Advisors. As investors in Conifer Funds, the principals participate in the income/gains/losses from any personal investments in the Conifer Funds. SAA may solicit and/or recommend that clients invest in Conifer Funds from time to time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-28 |
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