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Waverly Advisors, LLC
Justin T. Russell · Investment Advisor · Multi-Strategy
Waverly Advisors, LLC is a Birmingham, Alabama-based fee-only Registered Investment Adviser (RIA) founded in 1999 as Warren Averett Asset Management. Rebranded in 2022, the firm specializes in comprehensive wealth management, including investment, tax, estate, and financial planning for high-net-worth individuals, families, and institutional clients. Following a strategic partnership with Wealth Partners Capital Group and HGGC in 2021, Waverly has expanded significantly through a proactive acquisition strategy, establishing a broad national presence. Operating under a strict fiduciary standard, the firm focuses on delivering long-term, relationship-driven guidance and integrated financial strategies designed to help clients achieve sustainable growth and navigate complex wealth needs. Waverly combines the personalized service of a boutique firm with the robust resources and expertise of a large-scale advisor, emphasizing a culture of integrity and collaborative success.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +16.5% |
| YTD return | +11.2% |
| Sharpe ratio | 3.27 |
| Win rate | 47% |
| AUM | $3.1B |
| Inception | Oct 1, 2025 |
| Updated | Sep 16, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $3.1B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://waverly-advisors.com |
Current Holdings
Updated on Sep 16, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 15.4% | +28.1% |
| MSFT | Microsoft Corporation | 11.6% | +3.0% |
| NVDA | NVIDIA Corporation | 10.4% | +13.3% |
| GOOGL | Alphabet Inc Class A | 10.3% | +30.2% |
| AMZN | Amazon.com Inc | 6.8% | +6.5% |
| JPM | JPMorgan Chase & Co | 5.4% | +11.6% |
| BRK-A | Berkshire Hathaway Inc | 4.4% | +5.4% |
| AVGO | Broadcom Inc | 4.2% | -1.0% |
| LLY | Eli Lilly and Company | 3.7% | +17.3% |
| TSM | Taiwan Semiconductor Manufacturing | 3.3% | +30.3% |
| MU | Micron Technology Inc | 3.1% | +74.1% |
| JNJ | Johnson & Johnson | 2.7% | +28.3% |
| COST | Costco Wholesale Corp | 2.7% | -5.5% |
| ABBV | AbbVie Inc | 2.7% | +3.4% |
| V | Visa Inc. Class A | 2.7% | +2.2% |
| CAT | Caterpillar Inc | 2.5% | -11.5% |
| CSCO | Cisco Systems Inc | 2.4% | -2.0% |
| PG | Procter & Gamble Company | 2.1% | -2.9% |
| META | Meta Platforms Inc. | 1.8% | +10.3% |
| XOM | Exxon Mobil Corp | 1.8% | +10.8% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | V | 2.1% → 2.7% |
| Aug 31, 2026 | SELL | BRK-A | 5.3% → 4.4% |
| Aug 31, 2026 | SELL | XOM | 2.1% → 1.8% |
| Aug 31, 2026 | BUY | GOOGL | 10.9% → 10.3% |
| Aug 31, 2026 | BUY | AMZN | 6.1% → 6.8% |
Investment Style Analysis
Waverly Advisors, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 16, 2026, the firm oversees approximately $3.1B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Consumer Electronics sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Waverly Advisors, LLC made a significant move by increasing exposure to V. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Waverly Advisors follows a goal-based investment philosophy, operating as a fee-only fiduciary to ensure all financial guidance is objective and client-focused. Their approach integrates investment management with broader financial planning—encompassing tax strategies, estate planning, and retirement consulting—to create a unified roadmap for sustainable growth. The firm utilizes a diverse range of centrally designed investment strategies, including balanced, growth-oriented, and income-focused portfolios, tailored to the unique risk tolerance and time horizon of each client. By emphasizing long-term partnerships and a culture of service, Waverly seeks to mitigate risk and achieve consistent results through a disciplined, collaborative investment process.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Waverly Advisors, LLC.
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Frequently asked questions
How is the simulated portfolio for Waverly Advisors, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Waverly Advisors, LLC's largest holding?
As of the latest filing, Waverly Advisors, LLC's top position is Apple Inc (AAPL), representing 15.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Waverly Advisors, LLC's historical performance and risk profile?
Our simulation indicates a total return of +16.5% with a win rate of 47%. Notably, the portfolio maintains a Sharpe Ratio of 3.27, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Waverly Advisors, LLC primarily invest in?
Waverly Advisors, LLC has a strong preference for the Semiconductors sector, which makes up 20.9% of their disclosed assets. The portfolio also has exposure to Consumer Electronics, indicating a specific thematic focus.
Is Waverly Advisors, LLC's portfolio concentrated or diversified?
Waverly Advisors, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 37.3% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Waverly Advisors, LLC performed in 2026?
Our AI-simulated model portfolio for Waverly Advisors, LLC tracks a Year-to-Date (YTD) return of +11.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Justin T. Russell manage Waverly Advisors, LLC directly?
Yes, Justin T. Russell serves as the key portfolio manager for Waverly Advisors, LLC, overseeing the investment strategy and final capital allocation decisions.