Southern Wealth Builders

Overview

Southern Wealth Builders is a small, independent registered investment adviser organized as an LLC that serves individual, family and select institutional clients. The firm provides fee-based wealth management and financial planning services alongside portfolio management for individuals and small businesses. Service models include hourly and fixed-fee engagements as well as advisory fees calculated as a percentage of assets under management. The firm also runs educational seminars and workshops as part of its client-facing activities. Southern Wealth Builders does not identify as an ESG investor, does not operate as a multi-state adviser, and is not positioned as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives