Letson Investment Management, Inc.
● SEC registered since 2024CRD 125830SEC# 801-130106
Reg. AUM
$296.3M
Employees
2
Accounts
105
Location
—
About Letson Investment Management
Letson Investment Management is an independent fee-only investment management firm providing strategic wealth management for individuals, corporations, trusts, estates, and retirement plans. It emphasizes quality investments, risk management, diversification through tailored asset allocation, and unbiased advice without outside affiliations.
Summary based on the firm’s website.
Letson Investment Management, Inc. assets under management
Letson Investment Management, Inc. operates as an SEC-registered investment adviser. The firm has been registered since 2024. It reports $296.3 million in regulatory assets under management and employs 2 people.
Letson Investment Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Frank Letson Control | President | Under 5% | 1987 |
| Scott W Letson Control | Vice President, Chief Compliance Officer | Over 75% | 2003 |
Frequently asked questions
How much does Letson Investment Management, Inc. manage?
Letson Investment Management, Inc. reports $296.3 million in regulatory assets under management on its Form ADV.
How many employees does Letson Investment Management, Inc. have?
Letson Investment Management, Inc. reports 2 employees.
Does Letson Investment Management, Inc. disclose fund performance?
Letson Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 404-237-7794 |
| Fax | 404-262-6100 |
| Office hours | 8:30a.m.-5:30p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 2078069 |
| Discloses disciplinary history | No |
Regulatory AUM
$296.3M▲ 2%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$296.3Mregulatory AUM
Discretionary $296.3M