Souther Capital Management L.L.C.

Overview

Souther Capital Management L.L.C. is a small, owner-managed independent registered investment adviser organized as an LLC that focuses on serving individuals and families. The firm provides financial planning and direct portfolio management for individuals and small businesses. Its compensation model combines a percentage-of-assets fee with the capacity to charge performance-based fees on certain engagements. The firm appears to operate as a traditional advisory practice rather than a sponsor of external funds: it does not act as a capital allocator running proprietary pooled vehicles, and it relies on third-party managers for alternative exposures. The advisory footprint is modest in scale, with discretionary portfolio management as the primary service line and no stated emphasis on ESG integration.

Assets & Accounts

Investments & Alternatives

Location & Offices