Thomas Leland
Southeast Asset Advisors · Mobile, Alabama
Thomas Leland is a fee-only financial advisor at Southeast Asset Advisors in Mobile, Alabama. Thomas 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 | Mobile, Alabama |
| 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 AL, TX · CRD 2305002 |
| Exams passed | Series 63 (1993) · Series 65 (1995) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.assetadvisor.com |
How Thomas'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 Thomas
Is Thomas Leland a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas 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 Thomas charge for financial advice?
Thomas'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 Thomas Leland based?
Thomas Leland is based in Mobile, Alabama.
What does Thomas specialize in?
Thomas's specialties include family wealth transfer. Thomas works with multi-generational families.
Is Thomas Leland registered with the SEC?
Yes. Thomas Leland is registered as an investment adviser representative in AL and TX (CRD 2305002), 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 Thomas Leland?
Through Thomas'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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