Savannah Advisors, Inc. (Savannah)

Name: Savannah Advisors, Inc.
Address: 25 Bull Street, Savannah, GA, 31401
Telephone: 912-629-6644

Savannah Advisors, Inc. is a large advisory firm based in Savannah. It manages $436 million of regulatory assets for 341 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Alabama, Florida, Georgia, and 3 other states.

Savannah Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Savannah Advisors: assets under management

The assets under management (AUM) of Savannah Advisors, Inc. is $436 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $436 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.28 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Savannah Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Savannah Advisors, Inc.

Olin Thompson Smith has been acting as President since 1 Sep 2007. Mark Irvin Allen joined the executive team most recently as the Chief Executive Officer / Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Savannah Bancorp	Direct owner	1 Sep 2007	75% - 100%	58-1861820
Mark Irvin Allen	Portfolio manager	1 Sep 2007	Other	2410852
Russell Woodie Carpenter	Chief executive officer / chief compliance officer / director	1 Sep 2007	Other	4344865
Olin Thompson Smith	Director	1 Sep 2007	Other	428473
J Wiley Ellis	Director	1 Sep 2007	Other	5426896
A Felton Jenkins	Portfolio manager	1 Sep 2007	Other	5153257
John C Helmken	Director	1 Sep 2007	Other	5427515
Robert B Briscoe	Chief financial officer	1 Sep 2007	Other	5427837
James Wiley Ellis	Director	1 Sep 2007	Other	5426896
Albert Felton Jenkins	Portfolio manager	1 Sep 2007	Other	5153257
John Cord Helmken	Director	1 Sep 2007	Other	5427515
Robert Bryan Briscoe	Chief financial officer	1 Sep 2007	Other	5427837
Michael Wayne Harden	Acting chief financial officer	1 Jun 2008	Other	5558485
Daniel John Bromstad	Portfolio manager	1 Sep 2008	Other	1810632
Mark Irvin Allen	Chief executive officer / chief compliance officer	1 Jul 2010	Other	2410852
Russell Woodie Carpenter	Chairman / director	1 Jul 2010	Other	4344865

Based in Savannah

The principal office where Savannah Advisors, Inc. performs its advisory services is located at 25 Bull Street, Savannah, GA 31401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 912-629-6644 or by fax 912-629-6655. The normal business hours are 8:30am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.minisinc.com.