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MICHAEL W. LASSITER CLU CHFC INC.
Michael W. Lassiter CLU CHFC Inc. is an SEC-registered investment adviser in Covington, GA. The firm employs one employee and one investment adviser.
MICHAEL W. LASSITER CLU CHFC INC.
Michael W. Lassiter CLU CHFC Inc. is an SEC-registered investment adviser in Covington, GA. The firm employs one employee and one investment adviser. It is based in Covington, GA.
General information
Firm type
Single Family Office
Location
Region
North America
Principals
Michael W. Lassiter
Founder & Principal
Michael W. Lassiter
CLU (Chartered Life Underwriter)
Sector focus
Frequently asked questions
Who runs investment decisions at MICHAEL W. LASSITER CLU CHFC INC.?
Michael W. Lassiter, the firm's founder and principal, makes all investment decisions. He holds CLU and ChFC certifications, indicating expertise in life insurance and financial counseling. The firm's small size suggests he directly oversees allocations and client relationships (public record).
How does the firm source proprietary deal flow?
As a micro-RIA focused on insurance and estate planning, the firm likely sources opportunities through existing client relationships and insurance carrier networks rather than traditional private equity sourcing. No proprietary investment deals have been publicly identified.
What investment stages does the firm typically target?
The firm's model implies a focus on income-generating assets like fixed-income securities, whole life policies, and annuity products. It likely avoids venture or growth-stage equity. Stage preference is mature, cash-flow-oriented instruments.
Does the firm participate in fund commitments or only direct deals?
No public information indicates fund commitments. The firm's size and insurance orientation make direct insurance-linked investments and managed accounts more likely than fund-of-funds structures.
What is the firm's position on co-investments alongside external GPs?
There is no evidence of co-investment activity. The firm's conservative profile and lack of public deal history suggest it does not engage in external GP partnerships or co-investment structures.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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