Granger Osborne
Southeast Asset Advisors · Charleston, South Carolina
Granger Osborne is a fee-only financial advisor at Southeast Asset Advisors in Charleston, South Carolina. Granger focuses on family wealth transfer. Southeast Asset Advisors reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Southeast Asset Advisors |
|---|---|
| Based in | Charleston, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $4.20B across 1,356 accounts |
| SEC registration | Investment adviser representative in SC · CRD 4524496 |
| Exams passed | Series 66 (2005) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.assetadvisor.com |
How Granger's firm compares
- Southeast Asset Advisors's average account is about $3.1 million, from its Form ADV (assets managed divided by 1,356 accounts).
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Questions about Granger
Is Granger Osborne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Granger holds no broker registration, and Southeast Asset Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Granger charge for financial advice?
Granger's firm, Southeast Asset Advisors, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Granger Osborne based?
Granger Osborne is based in Charleston, South Carolina.
What does Granger specialize in?
Granger's specialties include family wealth transfer. Granger works with multi-generational families.
Is Granger Osborne registered with the SEC?
Yes. Granger Osborne is registered as an investment adviser representative in SC (CRD 4524496), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Southeast Asset Advisors manage?
Southeast Asset Advisors reports $4.20B across 1,356 accounts in assets under management.
How do I contact Granger Osborne?
Through Granger's website, www.assetadvisor.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Southeast Asset Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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