Overview
Assets Under Management: $135 million
Headquarters: NAPERVILLE, IL
High-Net-Worth Clients: 118
Average Client Assets: $859,544
Frequently Asked Questions
SOUTH GEORGIA CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146765), SOUTH GEORGIA CAPITAL, LLC is subject to fiduciary duty under federal law.
SOUTH GEORGIA CAPITAL, LLC is headquartered in NAPERVILLE, IL.
SOUTH GEORGIA CAPITAL, LLC serves 118 high-net-worth clients according to their SEC filing dated January 02, 2025. View client details ↓
According to their SEC Form ADV, SOUTH GEORGIA CAPITAL, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SOUTH GEORGIA CAPITAL, LLC manages $135 million in client assets according to their SEC filing dated January 02, 2025.
According to their SEC Form ADV, SOUTH GEORGIA CAPITAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 118
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.99
Average High-Net-Worth Client Assets: $859,544
Total Client Accounts: 259
Discretionary Accounts: 259
Regulatory Filings
CRD Number: 146765
Last Filing Date: 2025-01-02 00:00:00
Website: https://stoneislandfp.com