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Augustus Hames

12 Years of Experience
Gainesville, GA
2 DisclosuresSells Insurance

Augustus Hames is a registered investment advisor at Jt Stratford, LLC, based in Gainesville, GA, with 12 years of industry experience. Augustus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,176 clients with $810M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,176 clients
Average Client Portfolio
$693K average
Assets Under Management
$814.9M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1000K1.35%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.90%
$10.0M - $25.0M0.80%
$25.0M - $50.0M0.74%
$50.0M - $100.0M0.68%
$100M+0.68%

Aggregate account balances are used for fee breakpoint calculations.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

311 Green Street, Suite 100, Gainesville, GA, 30501

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History

Regulatory History (2)
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Customer Dispute
May 2021
Denied
Criminal
December 1993
Final Disposition
Other Business ActivitiesSells Insurance

Augustus is a general agent for American National Insurance and owns Hames & Co., a DBA name for his insurance agency. He also owns Hamescorp Inc. (an insurance company used for tax purposes), Wellspring Holding Company LLC (real estate holdings), Purser & Steward Corp (P&C insurance), Hames Farms, LLC (farm property), and is an agent for ANICO, spending nearly full-time on these activities.

Employment History
Current Registrations
Jt Stratford, LLC
August 2024 - Present · 1 yr 8 mos
Previous Registrations
Bfc Planning, INC.
April 2017 - August 2024 · 7 yrs 4 mos
Securities Management & Research, INC.Broker
March 2017 - August 2024 · 7 yrs 5 mos
Nylife Securities LLCBroker
October 2003 - March 2007 · 3 yrs 5 mos
State Registrations1 state
GA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.