SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC

Overview

Southport Station Financial Management, LLC is an independent registered investment advisor that has operated since 2008 and focuses on serving individuals and families. The firm provides comprehensive financial planning and discretionary portfolio management for individual clients, small businesses and other institutions. Its fee schedule is flexible, combining percentage-of-assets billing with hourly and fixed-fee engagement options to accommodate one-off planning work as well as ongoing asset management. Investment activity skews toward public equity exposure: the firm shows a clear preference for exchange-traded equities as the dominant building block in client portfolios. Advisory services are delivered through both discretionary and non-discretionary mandates, and the firm leverages third-party custodial relationships to execute and hold client assets. Southport Station does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices