Investors Asset Management Of Georgia Inc
- Regulatory AUM
- $502M
- Discretionary
- $502M
- Clients
- 529
- Avg AUM / client
- $949K
- Accounts
- 772
- Employees
- 9
AUM over time
Annual snapshots from Form ADV filings · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 221 | $30.8M | 6.14% |
| High net worth individuals | 136 | $284M | 56.6% |
| Pension and profit sharing plans | 92 | $187M | 37.3% |
| Other | 80 | $0 | — |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Timothy Michael Rigby | President, Chief Compliance Officer | May 2003 (23y) | 75% or more | |
| Gregory Ralph Waters | Registered representative | May 2003 (23y) | ||
| Olin Mark Armentrout | Registered representative | May 2003 (23y) | ||
| Samuel Jackson Carlyle | Registered representative | May 2003 (23y) | ||
| Lance Marshall Reising | Registered representative | Jan 2012 (15y) | ||
| Robert Mclean Lyons | Registered representative | Oct 2014 (12y) | ||
| Katherine Rigby Oliver | Registered representative | Nov 2018 (8y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 1.18 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Publication of periodicals or newsletters
Custody
Reported custodians
- Charles Schwab & Co. $315M (63% of AUM) Mar 2026
- Valic Financial Advisors, Inc. $89.8M (18% of AUM) Mar 2026
- Mid Atlantic Trust Company $84.4M (17% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗