South Shore Capital Advisors, LLC

RIASEC Registered
Total AUM
$273M
Discretionary
$183M
67% of AUM
Avg account
$1.1M
Accounts
250
Employees
3
Advisory reps
3

Firm details

Headquarters
Boston, Massachusetts
CRD number
142915
Registered since
June 1, 2015
Website
www.sscainvest.com
Custodians
CHARLES SCHWAB & CO., INC., BORDIER & CIE, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI93.76%
  • Individuals3.6%
  • Charitable Organizations2.64%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

South Shore Capital Advisors, LLC is an independent RIA organized as an LLC and owned by an individual. The firm is registered with the SEC and first registered in 2015. Its core client base is individuals and families; primary services are financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage-of-AUM and fixed-fee engagements. The firm identifies as an active ESG investor and shows a clear preference for equity-oriented strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 56%, Public Funds/Mutual Funds 25%, Other 8%, Cash & Cash Equivalents 7%, US Government Bonds 1%, State & Local Bonds 1%, Sovereign Bonds 1%, Investment Grade Corp Bonds 1%56%
  • Exchange Traded Equities56%
  • Public Funds/Mutual Funds25%
  • Other8%
  • Cash & Cash Equivalents7%
  • US Government Bonds1%

Contacts

3 of 3
  • Caitlin Appleton

    Caitlin Appleton

    Senior Portfolio ManagerCRD 2291235

  • Lowell Thomas

    Lowell Thomas

    PrincipalCRD 1956210

  • Taylor Thomas

    Taylor Thomas

    OwnerCRD 2526806

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 72

Active vs passive

$63M in ETFs

Passive

93%

$58.4M

Active

5%

$4.6M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$13.8M18,15921.98%
Unlock additional holdings →

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
100 Franklin St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth