Firm Name |
Firm CRD# |
Total AUM |
No. of Clients |
Fee Structure |
HIGHLAND ASSOCIATES INC 2545 Highland Avenue South,
Suite 200 Birmingham, AL 35205 |
104948 |
$36,484,774,214 |
71 |
A percentage of AUM Fixed fees |
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North,
Sixth Floor Birmingham, AL 35203-2618 |
111715 |
$15,658,845,432 |
2 |
A percentage of AUM Fixed fees |
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North, Ste 600,
Birmingham, AL 35203 |
110577 |
$7,658,544,921 |
48 |
A percentage of AUM Performance Based |
JOHNSON STERLING, INC. 820 Shades Creek Parkway,
Suite 3200 Birmingham, AL 35209 |
106379 |
$2,946,089,814 |
408 |
A percentage of AUM Hourly charges Fixed fees |
BHK INVESTMENT ADVISORS 2200 Lakeshore Drive,
Suite 250 Birmingham, AL 35209-8803 |
140515 |
$701,087,501 |
735 |
A percentage of AUM Fixed fees |
PORTER WHITE INVESTMENT ADVISORS, INC. 15 Richard Arrington Jr., Blvd North,
Birmingham, AL 35203-4103 |
110876 |
$632,917,434 |
280 |
A percentage of AUM Hourly charges Fixed fees |
MELD FINANCIAL, INC. 3008 Pump House Rd.,
Birmingham, AL 35243 |
118896 |
$585,944,667 |
1516 |
A percentage of AUM Hourly charges Fixed fees |
BONAVENTURE CAPITAL, LLC 820 Shades Creek Pkwy., Ste. 1200,
Birmingham, AL 35209 |
120780 |
$427,128,044 |
30 |
A percentage of AUM Performance Based |
BIRMINGHAM CAPITAL MANAGEMENT CO INC 2 Perimeter Park South,
Suite 235-East Birmingham, AL 35243-3253 |
108508 |
$320,758,899 |
190 |
A percentage of AUM |
MERIT FUND ADVISORS 2151 Highland Avenue South,
Suite 200 Birmingham, AL 35205 |
288426 |
$249,636,650 |
10 |
Performance Based Other (TRANSACTION, DEVELOPMENT, CONSTRUCTION & GUARANTEE FEES) |
SANDIFER WEALTH MANAGEMENT, INC. 3615 Old Shell Road,
Mobile, AL 36608 |
166948 |
$221,295,133 |
566 |
A percentage of AUM Hourly charges |
N.D. PITMAN & COMPANY, INC. 3800 Airport Blvd,
Suite 306 Mobile, AL 36608 |
121180 |
$160,061,999 |
262 |
A percentage of AUM Hourly charges Fixed fees |
BHK SECURITIES, LLC 2200 Lakeshore Drive,
Suite 250 Birmingham, AL 35209-8803 |
139665 |
$131,017,531 |
212 |
A percentage of AUM Commision Based |
BRIGHT INVESTMENTS, LLC 570 Devall Drive,
Suite 303 Auburn, AL 36832 |
269955 |
$123,848,536 |
46 |
A percentage of AUM Hourly charges |
MAGNOLIA WEALTH MANAGEMENT LLC 1535 Honeysuckle Road,
Dothan, AL 36305 |
297598 |
$118,414,724 |
596 |
A percentage of AUM Hourly charges |