Southbound Wealth LLC
RIASEC Registered
Total AUM
$4.1M
Discretionary
$4.1M
100% of AUM
Avg account
$110K
Accounts
37
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 331701
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Fixed Fees
- Client types
- HNWI55.71%
- Individuals44.29%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Southbound Wealth LLC is an independent, owner-operated registered investment adviser organized as an LLC that focuses on serving individuals and families. Its advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. The firm bills on a fixed-fee basis and does not position itself as an ESG-focused manager, pension consultant, or multi-state advisory network.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Matthew McCoy
FounderCRD 6779975
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations