Overview
Assets Under Management: $431 million
Headquarters: CHATTANOOGA, TN
High-Net-Worth Clients: 215
Average Client Assets: $1.0 million
Frequently Asked Questions
SOUTHPORT CAPITAL 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 #113364), SOUTHPORT CAPITAL is subject to fiduciary duty under federal law.
SOUTHPORT CAPITAL is headquartered in CHATTANOOGA, TN.
SOUTHPORT CAPITAL serves 215 high-net-worth clients according to their SEC filing dated July 12, 2018. View client details ↓
According to their SEC Form ADV, SOUTHPORT CAPITAL offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and educational seminars and workshops. View all service details ↓
SOUTHPORT CAPITAL manages $431 million in client assets according to their SEC filing dated July 12, 2018.
According to their SEC Form ADV, SOUTHPORT CAPITAL serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 215
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.43%
Average Client Assets: $1.0 million
Total Client Accounts: 1,766
Discretionary Accounts: 1,766
Regulatory Filings
CRD Number: 113364
Filing ID: 1229082
Last Filing Date: 2018-07-12 13:39:00