Overview
Assets Under Management: $226 million
Headquarters: COHASSET, MA
High-Net-Worth Clients: 68
Average Client Assets: $3 million
Frequently Asked Questions
SOUTH SHORE CAPITAL ADVISORS, 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 #142915), SOUTH SHORE CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
SOUTH SHORE CAPITAL ADVISORS, LLC is headquartered in COHASSET, MA.
SOUTH SHORE CAPITAL ADVISORS, LLC serves 68 high-net-worth clients according to their SEC filing dated November 11, 2025. View client details ↓
According to their SEC Form ADV, SOUTH SHORE CAPITAL ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SOUTH SHORE CAPITAL ADVISORS, LLC manages $226 million in client assets according to their SEC filing dated November 11, 2025.
According to their SEC Form ADV, SOUTH SHORE CAPITAL ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 68
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.98
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 249
Discretionary Accounts: 201
Non-Discretionary Accounts: 48
Regulatory Filings
CRD Number: 142915
Filing ID: 2027059
Last Filing Date: 2025-11-11 18:46:29
Website: 0