SOUTHERN CAPITAL ADVISORS, LLC
SEC RegisteredExperience Life the Way You've Always Imagined
About the firm
Southern Capital, founded in 2018, is a fee-only fiduciary registered directly with the Securities and Exchange Commission. We are a team of seasoned advisors dedicated to providing the best advice to our clients in the areas of investments, tax and estate planning, and all things financial. We are a purpose-built company focused solely on helping our clients to grow, measure, and protect what matters in life.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, retirement planning, estate planning, investment planning, and tax planning, offered as tailored financial services along with investment management solutions.
Who they serve
Families, individuals, and businesses, including those just getting started financially such as children and grandchildren of existing clients.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 653 | $214M |
| High Net Worth Individuals | 159 | $414M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 1 | $4.3M |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $499,999 | 1.75% |
| $500,000 - $999,999 | 1.50% |
| $1,000,000 - $5,000,000 | 1.25% |
| Above $5,000,000 | 1.00% |
Data as of April 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SOUTHERN CAPITAL ADVISORS, LLC 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 the SEC or FINRA websites before making any decision.