South Shore Capital Advisors, LLC

RIASEC RegisteredEst. 2015
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, SEC-registered RIA formed in 2015 and structured as an LLC under individual ownership. The firm serves individuals and families and offers financial planning and portfolio management services for individuals and small businesses. Compensation is primarily a percentage of assets under management, with the option of fixed fees. South Shore identifies as an active ESG investor and does not operate as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

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 58

Active vs passive

$65.3M in ETFs

Passive

98%

$63.9M

Active

2%

$1.4M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$13.4M17,98920.57%
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

Similar firms

Ajovista

RIA

Boston, MA

AUM $269MTEAM 13REPS 2

Heritage Holding

RIA

Boston, MA

AUM $278MTEAM 17REPS 2

Ironwood Investment Management, LLC

RIA

Boston, MA

AUM $278MTEAM 8REPS 3

Atwater Wealth Management, Inc.

RIA

Boston, MA

AUM $248MTEAM 3REPS 3

Alternative Fund Advisors, LLC

RIA

Boston, MA

AUM $246MTEAM 6REPS 3

Bain Capital Public Equity, LP

RIA

Boston, MA

AUM $242MTEAM 26REPS 6
More RIAs in Boston →All Massachusetts RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth