Multi Family OfficePuts its own capital into companiesLAST VERIFIED Jul 2026 · 1 SOURCES
Waverly Advisors
Multi family office in Birmingham, United States, founded 1999; estimated AUM $30.6B.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- Birmingham, United States
- FOUNDED
- 1999
- AUM
- ~$30.6B (2026, press estimate)
Investment approach
- ROUTES
- Companies (own capital)
Overview
This multi family office is based in Birmingham, United States; it was founded in 1999. Its assets under management are estimated at $30.6B (2026). It invests directly in companies; 2 people are named on its team.
People
- Justin RussellPresident and CEO · source
- Joshua L. ReidingerCEO · source
Frequently asked questions
Waverly Advisors is a multi family office based in Birmingham, the United States, founded in 1999.
Waverly Advisors invests its own capital into companies.
Key people at Waverly Advisors include Justin Russell (President and CEO) and Joshua L. Reidinger (CEO).