Overview
Assets Under Management: $936 million
Headquarters: BIRMINGHAM, AL
High-Net-Worth Clients: 316
Average Client Assets: $2 million
Frequently Asked Questions
SOUTHERN FINANCIAL GROUP, 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 #142644), SOUTHERN FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
SOUTHERN FINANCIAL GROUP, LLC is headquartered in BIRMINGHAM, AL.
SOUTHERN FINANCIAL GROUP, LLC serves 316 high-net-worth clients according to their SEC filing dated March 12, 2025. View client details ↓
According to their SEC Form ADV, SOUTHERN FINANCIAL GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SOUTHERN FINANCIAL GROUP, LLC manages $936 million in client assets according to their SEC filing dated March 12, 2025.
According to their SEC Form ADV, SOUTHERN FINANCIAL GROUP, 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: 316
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.30
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,492
Discretionary Accounts: 2,492
Regulatory Filings
CRD Number: 142644
Filing ID: 1934259
Last Filing Date: 2025-03-12 17:29:00
Website: https://thesouthernfinancialgroup.com