Southcol Advisors
Firm details
- Headquarters
- Naples, Florida
- CRD number
- 308154
- Registered since
- May 26, 2020
- Website
- southcoladvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations81.19%
- HNWI18.81%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Southcol Advisors LLC is an independent, privately owned registered investment adviser that began SEC registration in 2020. The firm acts as a capital allocator and provides discretionary portfolio management for individuals, families, small businesses and institutional clients, and also performs selection of other advisers. Compensation is charged as a percentage of assets under management. The firm describes itself as an active ESG investor and lists its advisory activities as portfolio management for both private and institutional clients and manager selection.
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 Equities48%
- Public Funds/Mutual Funds32%
- Investment Grade Corp Bonds10%
- US Government Bonds9%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Victoria Olson
Chief Compliance OfficerCRD 2360895
Contacts
3 of 3
Michael Rosario-Noboa
Financial Services AssociateCRD 7971621
James Lumberg
FounderCRD 2162416
Jeanne Enright
Head of CommunicationsCRD 1368821
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Naples, FL
Collier
Location
Naples, FL
Headquartered in Naples, FL, anchoring the Cape Coral-Fort Myers-Naples, FL metro in the South.
- Metro area
- Cape Coral-Fort Myers-Naples, FL
- Region
- South
- County
- Collier
- Address
- 15910 Old 41 N
- Time zone
- ET (UTC-5)
- Office locations
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