Overview
Assets Under Management: $515 million
Headquarters: JACKSON, TN
High-Net-Worth Clients: 139
Average Client Assets: $2 million
Frequently Asked Questions
SOUTHERN 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 #292275), SOUTHERN CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
SOUTHERN CAPITAL ADVISORS, LLC is headquartered in JACKSON, TN.
SOUTHERN CAPITAL ADVISORS, LLC serves 139 high-net-worth clients according to their SEC filing dated November 06, 2025. View client details ↓
According to their SEC Form ADV, SOUTHERN CAPITAL ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SOUTHERN CAPITAL ADVISORS, LLC manages $515 million in client assets according to their SEC filing dated November 06, 2025.
According to their SEC Form ADV, SOUTHERN 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: 139
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.65
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,835
Discretionary Accounts: 1,829
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 292275
Filing ID: 2024646
Last Filing Date: 2025-11-06 08:43:10
Website: 0