Southern Equity Advisors LLC

RIASEC Registered
Total AUM
$788M
Discretionary
$788M
100% of AUM
Avg account
$60.6M
Accounts
13
Employees
2
Advisory reps
1

Firm details

Headquarters
St Thomas, VI
CRD number
330821
Registered since
May 22, 2024
Fee structure
Percentage of AUM, Hourly Charges, Performance Based Fees
Client types
  • HNWI46.48%
  • Pooled Investment Vehicles26.99%
  • Other22.71%
  • Corporations / Businesses3.82%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Southern Equity Advisors LLC is a privately owned limited liability company that began SEC registration in 2024. The firm operates as a multi-strategy manager, combining hedge fund, private equity and venture capital activities and serving both individual/family and institutional clients. Compensation is layered: percentage-of-AUM fees are used alongside hourly charges and performance-based fees, which aligns with its role as both advisor and sponsor of pooled vehicles. Advisory services center on discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and businesses or institutions. Southern Equity also functions in sponsor and general partner roles for pooled vehicles, reflecting its active involvement in structuring and managing third‑party and proprietary funds. The firm does not identify as an active ESG investor and does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

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: Other 95%, Cash & Cash Equivalents 5%95%
  • Other95%
  • Cash & Cash Equivalents5%

Contacts

1 of 1
  • Allen Nance

    Allen Nance

    PresidentCRD 7818243

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

St Thomas, VI

Location

St Thomas, VI

Headquartered in St Thomas, VI.

Address
5093 Dronningens Gade
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth