Jacob Odum
Southeast Asset Advisors · Thomasville, Georgia
Jacob Odum is a fee-only financial advisor at Southeast Asset Advisors in Thomasville, Georgia, who holds the CFP credential. Jacob 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 | Thomasville, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $4.20B across 1,356 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 7425117 |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.assetadvisor.com |
How Jacob'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 Jacob
Is Jacob Odum a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob 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 Jacob charge for financial advice?
Jacob'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 Jacob Odum based?
Jacob Odum is based in Thomasville, Georgia.
What does Jacob specialize in?
Jacob's specialties include family wealth transfer. Jacob works with multi-generational families.
What credentials does Jacob Odum hold?
Jacob Odum holds the CFP credential.
Is Jacob Odum registered with the SEC?
Yes. Jacob Odum is registered as an investment adviser representative in GA (CRD 7425117), 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 Jacob Odum?
Through Jacob'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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