SOUTHERN CAPITAL ADVISORS, LLC
Firm details
- Headquarters
- JACKSON, Tennessee
- CRD number
- 292275
- Registered since
- March 5, 2018
- Website
- www.southernadvisor.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI65.05%
- Individuals33.63%
- Pension & Profit Sharing Plans0.68%
- Corporations / Businesses0.39%
- Charitable Organizations0.26%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Southern Capital Advisors, LLC is an independent registered investment adviser that began SEC registration in 2018 and is owned by an individual. The firm serves both individual/family and institutional clients and bills primarily as a percentage of assets under management, supplemented by hourly fees when appropriate. Its core advisory work centers on financial planning and discretionary portfolio management for individuals and small businesses. Southern Capital does not identify as an ESG investor and is not listed as a capital allocator or pension consultant. The firm lists an accountant among its industry affiliations.
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
- Public Funds/Mutual Funds72%
- Cash & Cash Equivalents18%
- Exchange Traded Equities9%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
2 of 2Alexia Hearn
Retirement Plan CoordinatorCRD 8266626
Jason Lockridge
Partner, Chief Operating OfficerCRD 5094838
Contacts
3 of 4Jake Martin
Tax Planning SpecialistCRD 7831228
Ethan Mayberry
Senior Financial AdvisorCRD 6671881
CHARLES JOHNSON
Managing PartnerCRD 4624837
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$170M in ETFs
99%
$168M
1%
$1.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P US VALUE ETF (IUSV) | BlackRock | Passive | Large Value | $30.2M | 295,600 | 17.80% |
Location
JACKSON, TN
MADISON
Location
JACKSON, TN
Headquartered in JACKSON, TN, anchoring the Jackson-Brownsville, TN metro in the South.
- Metro area
- Jackson-Brownsville, TN
- Region
- South
- County
- MADISON
- Address
- 3801 N Highland Ave
- Time zone
- CT (UTC-6)
- Office locations
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