Granger C. Osborne

SOUTHEAST ASSET ADVISORS

Charleston, SC 29403

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CRD#: 4524496

Professional summary

Granger Christian Osborne JR., who also goes by Chris Osborne, G C Osborne Jr., G. Chris Osborne Jr., is a registered financial advisor currently at SOUTHEAST ASSET ADVISORS, LLC located in Charleston, South Carolina.

Granger is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Granger has worked at 4 firms and has passed the Series 66, Series 7 and Series 25 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris Osborne | G C Osborne Jr. | G. Chris Osborne Jr.

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Mr. Osborne is a Principal in SAA. SAA has an affiliate, Conifer Advisors, LLC ("Conifer Advisors"), whose primary business is managing the Conifer Funds. Conifer Advisors pays SAA distributions and fees for services, which also benefits SAA's principals as owners of Conifer Advisors. As investors in Conifer Funds, the principals participate in the income/gains/losses from any personal investments in the Conifer Funds. SAA may solicit and/or recommend that clients invest in Conifer Funds from time to time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Granger Christian Osborne JR.'s CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 30, 2019 - Present

SOUTHEAST ASSET ADVISORS, LLC

Office #1: 701 E. Bay Street Suite 416, Charleston, SC 29403

RIA

CRD#: 107588

Charleston, SC

Past

March 6, 2018 - October 24, 2019

FAMILY ASSET MANAGEMENT, LLC

RIA

CRD#: 129738

CHARLESTON, SC

Past

January 14, 2011 - December 31, 2017

FAMILY ASSET MANAGEMENT, LLC

RIA

CRD#: 129738

CHARLESTON, SC

Past

March 1, 2005 - March 30, 2010

SOLARIS CAPITAL, LLC

RIA

CRD#: 133404

CHARLESTON, SC

Past

April 15, 2002 - June 17, 2004

BANC OF AMERICA SPECIALIST, INC.

CRD#: 103971

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SOUTHEAST ASSET ADVISORS, LLC

CONIFER ADVISORS, LLC (RELYING ADVISER) | SOUTHEAST ASSET ADVISORS, LLC | SOUTHEAST ASSET ADVISORS INC

CRD#: 107588 / SEC#: 801-42952

RIA

Registered Investment Advisory firm - (12/22/1992 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(8/30/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/28/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/19/2003

General Securities Representative Examination

General Industry/Product Exam

Series 25

Date: 9/18/2002

NYSE Trading Assistant Examination

Current Firm

SOUTHEAST ASSET ADVISORS, LLC

CONIFER ADVISORS, LLC (RELYING ADVISER) | SOUTHEAST ASSET ADVISORS, LLC | SOUTHEAST ASSET ADVISORS INC

CRD#: 107588 / SEC#: 801-42952

RIA

Registered Investment Advisory firm - (12/22/1992 Approved)

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Contact information

Main Address

314 Gordon Avenue, Thomasville, GA 31792

Mailing Address

Phone number

(229) 226-8839

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SOUTHEAST ASSET ADVISORS BROCHURE (6/2/2025)

Regulatory assets under management

Total Number of Accounts	1,338
AUM (Assets Under Management)	$ 3,717,428,235

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
11/26/2025	Cover Page	Report
09/13/2024	Cover Page	Report
12/19/2023	Cover Page	Report
01/23/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Granger C. Osborne

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Granger Christian Osborne JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

FAMILY ASSET MANAGEMENT, LLC

FAMILY ASSET MANAGEMENT, LLC

SOLARIS CAPITAL, LLC

BANC OF AMERICA SPECIALIST, INC.

Primary Firm SEC Registration

SOUTHEAST ASSET ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/28/2005

Series 7

Date: 8/19/2003

Series 25

Date: 9/18/2002

Current Firm

SOUTHEAST ASSET ADVISORS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SOUTHEAST ASSET ADVISORS, LLC

TRUST BUT VERIFY

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