Overview
Assets Under Management: $785 million
High-Net-Worth Clients: 16
Average Client Assets: $11 million
Frequently Asked Questions
SOUTHLAND EQUITY PARTNERS, 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 #154481), SOUTHLAND EQUITY PARTNERS, LLC. is subject to fiduciary duty under federal law.
SOUTHLAND EQUITY PARTNERS, LLC. serves 16 high-net-worth clients according to their SEC filing dated November 13, 2025. View client details ↓
According to their SEC Form ADV, SOUTHLAND EQUITY PARTNERS, LLC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
SOUTHLAND EQUITY PARTNERS, LLC. manages $785 million in client assets according to their SEC filing dated November 13, 2025.
According to their SEC Form ADV, SOUTHLAND EQUITY PARTNERS, 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: 16
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.10
Average High-Net-Worth Client Assets: $11 million
Total Client Accounts: 2,680
Discretionary Accounts: 2,676
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 154481
Filing ID: 2027366
Last Filing Date: 2025-11-13 09:37:47
Website: 16