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Letson Investment Management, Inc.

Multifamily office listing in Geneva, Switzerland.

  • SEC-registered
  • Founded 1987
Regulatory AUM
$296 million
Employees
2
Clients
1-10
Founded
1987

Independent, fee-only investment management for high-net-worth clients in Atlanta and across Georgia.1

Overview

Letson Investment Management is an independent, privately held investment management firm serving clients in Atlanta and throughout Georgia. The firm describes itself as fee-only and provides investment management, financial planning, tax planning and family office services.1

History

James Letson co-founded the firm in 1987 after clients of his CPA practice began seeking investment guidance.2

Leadership

James Letson holds an MBA in finance from The Wharton School. He leads investment planning that considers after-tax returns, cash flow, time horizon and risk tolerance.2

Scott Letson joined the firm in 2002. He is a CPA with 25 years of experience in investment management and tax accounting.3

Services

Letson provides financial planning, investment management, investment tax planning, charitable-giving guidance, family office services, IRA and 401(k) rollover management, retirement plan management and trust asset management.1

Its charitable-giving work includes guidance on gifting, trusts and donor-advised funds.4

The firm manages assets on a fully discretionary basis for taxable and tax-exempt clients.1

What the firm offers

  • Investment management
  • Financial planning
  • Tax planning
  • Philanthropy
  • Risk and insurance
  • Retirement planning

Client Focus

The firm serves high-net-worth individuals and also works with estates, trusts, corporations and retirement plans.5

Approach

Letson states that its investment process emphasizes quality investments, risk management, diversification and asset allocation tailored to each client.6

The firm reports operating on a fee-only basis, without selling financial products or receiving referral fees. It states that management fees are based on assets managed.5

Assets and Registration

Letson’s Form ADV identifies the firm as an SEC-registered investment adviser and reports regulatory assets under management of $296,314,745.7

The firm’s SEC/IAPD identifier is CRD 125830.8

By the numbers

Regulatory AUM by year$0K$81M$163M$244M$326M20252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 125830. As of .
Regulatory assets under management
YearRegulatory AUMDiscretionaryNon-discretionary
2025$291 million$291 million$0
2026$296 million$296 million$0
Average AUM per client by year$0K$807K$2M$2M$3M20252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 125830. Regulatory AUM divided by the client count reported in Item 5D. Client types reported as fewer than 5 are not counted, so this is approximate. As of .
Average AUM per client
YearAverage AUM per client
2025$3 million
2026$3 million
Clients by type (2026)High net worth individuals76Individuals29
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 125830. "<5" means the firm reported fewer than 5 clients of that type. As of .
Clients by type
Client typeClients (2026)
Individuals29
High net worth individuals76
Employees by year0112220252026
Source: SEC Form ADV data (Part 1A, Items 5A, 5D, 5F) via SEC Information About Registered Investment Advisers files and IAPD, CRD 125830. As of .
Employees reported on Form ADV
YearEmployees
20252
20262

FAQs

What types of clients does Letson serve?

Letson works with high-net-worth individuals, estates, trusts, corporations and retirement plans.5

What services does the firm provide?

Services include investment management, financial planning, investment tax planning, charitable-giving advice, family office services, IRA and 401(k) rollover management, retirement plan management and trust asset management.1

How does Letson describe its investment process?

The firm emphasizes quality investments, risk management, diversification and asset allocation designed around each client’s circumstances.6

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Sources

  1. Letson Investment Management
  2. James Letson
  3. Scott Letson
  4. Atlanta charitable giving advisors
  5. Atlanta investment management
  6. Form ADV, CRD 125830
  7. SEC/IAPD firm summary

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.

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