Southmore Financial Advisory LLC
Firm details
- Headquarters
- ,
- CRD number
- 328426
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Southmore Financial Advisory LLC is an independently operated advisory firm organized as an LLC and registered in Texas. The firm is owned by an individual and focuses on serving individual and family clients. Its client-facing services combine financial planning and portfolio management for individuals and small businesses with a content and education component — the firm publishes periodicals or newsletters and runs seminars/workshops. Compensation comes primarily from a percentage-of-assets fee schedule, supplemented by hourly charges. Southmore does not identify as an ESG investor and does not present itself as a multi-state or capital-allocating advisory platform.
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 Equities71%
- Public Funds/Mutual Funds20%
- Cash & Cash Equivalents7%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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