Waverly Advisors, LLC
waverly-advisors.com Direct + LP
Waverly Advisors is an independent, fee-only fiduciary RIA headquartered in Birmingham, Alabama, providing wealth management, financial planning, tax, trust, and institutional consulting services. Through its subsidiary Promus Capital Management, it also invests in private equity and real estate.
Waverly Advisors, LLC is an asset manager headquartered in Birmingham, United States, founded in 1999. It invests both directly in companies and in funds as a limited partner, in private equity, private credit, real assets and alternative investments. $35.6B under management, as it reports.
- Layer
- Direct + LP
- Type
- Asset manager
- Stage
- Not stated
- Headquarters
- Birmingham, United States
- Invests in
- global
- Founded
- 1999
- Assets under management
- $35.6B
Team, as Waverly Advisors, LLC publishes it
- Justin T. Russell Partner, President & CEO
- James R. Lazenby Partner, Chief Financial Officer
- Justin Snell Partner, Chief Operating Officer
- Clay McDaniel Partner, Chief Investment Officer
- Brent Gunn Partner, Chief Information Officer
- John B. Cox Partner, Chief Economist, Wealth Advisor
- Wayne LeSage Partner, Chief Growth Officer
- TJ Claud Chief Compliance Officer
- Richard Bell Partner, Regional Director, Wealth Advisor
- Chris Blakely Partner, Regional Director, Portfolio Manager
- Dan Brady Partner, Regional Director, Wealth Advisor
- Tom Brown Partner, Regional Director, Wealth Advisor
Names and roles exactly as listed on waverly-advisors.com. Nothing else about these people is recorded.
Where this comes from
Every fact above was read from a page Waverly Advisors, LLC publishes itself. Nothing is taken from third-party databases. Investment activity (deals, co-investors) is not yet recorded.
- https://waverly-advisors.com/name, aum, status, confidence
- https://waverly-advisors.com/investment-philosophy/is_investor, layer, invests_in_geographies, sectors, thesis_quote, thesis_quote_page
- https://waverly-advisors.com/about-us/type, hq_country, hq_city, description, founded
- https://waverly-advisors.com/people/people
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Record 8899 · added 2026-09-29 · link last verified 2026-09-29 · confidence high
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