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 |
SA STONE INVESTMENT ADVISORS INC. 2 Perimeter Park South,
Suite 500 West Birmingham, AL 35243 |
174182 |
$3,152,670,504 |
11804 |
A percentage of AUM, Hourly charges, Fixed fees |
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 |
PARK PLACE CAPITAL CORPORATION 2001 Park Place,
Suite 525 Birmingham, AL 35203 |
107952 |
$587,283,860 |
89 |
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 |
MAYFAIR ADVISORY GROUP, LLC 3300 Cahaba Road,
Suite 200 Birmingham, AL 35223 |
304668 |
$296,820,325 |
853 |
A percentage of AUM, Fixed fees |
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) |
STRAUSS FINANCIAL GROUP 2201 Cahaba Valley Drive,,
Suite 200 Birmingham, AL 35242 |
310512 |
$202,000,000 |
500 |
A percentage of AUM, Hourly charges |
BHK SECURITIES, LLC 2200 Lakeshore Drive,
Suite 250 Birmingham, AL 35209-8803 |
139665 |
$131,017,531 |
212 |
A percentage of AUM, Commision Based |