Thomas Mikell Leland

Employer firm

Southeast Asset Advisors, LLC CRD 107588

$4.20B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → Present
  Southeast Asset Advisors Inc.
  Thomasville, GA

Previous Registrations

• 2013-02-13 → 2015-09-18
  Raymond James & Associates, Inc.
  Mobile, AL
• 1997-08-07 → 2013-02-13
  Morgan Keegan & Company, Llc
  Mobile, AL
  Mobile, AL

Other Businesses

Mr. Leland 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-02-21
• S63 Uniform Securities Agent State Law Examination
  1993-02-18

Other Names

• Mikell Leland