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Jennifer Ahendt Thompson

Investment Adviser Representative at Southstate Private Capital Management LLC

Hilton Head Island, SCCRD #4537271Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
17 yrs
Exams Passed
2

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jennifer Ahendt Thompson is an investment adviser representative with Southstate Private Capital Management LLC in Hilton Head Island, SC, where they have been registered since 2026. They have worked in the securities industry since 2009 and have been registered with 6 firms, including Southstate Advisory, Inc. and OAK Advisors, LLC. They have passed 2 industry qualification exams, including the Series 63 (state securities agent) and Series 6 (investment company and variable products). They are registered to provide investment advice in South Carolina.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
South Carolina

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 10/21/2008
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/14/2008

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Southstate Private Capital Management LLCCurrent
1/4/2026 – Hilton Head Island, SC
Southstate Advisory, Inc.
1/14/2025 – 2/27/2026Hilton Head Island, SC
OAK Advisors, LLC
10/17/2012 – 10/31/2017Bluffton, SC
Prudential Financial Planning Services
3/10/2011 – 10/18/2012Bluffton, SC
First Command Financial Planning, Inc.
11/25/2008 – 12/22/2010Hilton Head Island, SC
BOYS Arnold & Co. Inc.
12/31/2001 – 11/5/2008Hilton Head Island, SC

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. OAK Advisors, LLC
    Oct 2012 – Oct 2018Bluffton, SC
  2. Wells Fargo Private BANK
    Oct 2018 – Aug 2024Hilton Head Island, SC
  3. Southstate BANK
    Oct 2024 – no end date reportedHilton Head Island, SC
  4. Private Capital Management, LLC
    Jan 2026 – no end date reportedHilton Head Island, SC

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Southstate Private Capital Management LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Estimated blended rate
0.01
Firm's annual rate schedule by assets
  • First $1,000,0001.00%
  • Next $1,000,0000.90%
  • Next $3,000,0000.75%
  • All Remaining Assets0.50%

+4 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
29
Offices listed on AdvisorFinder:
5
Main office:
Columbia, SC
SEC file number:
801-77650

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 1, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jennifer Ahendt Thompson has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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