SOUTH ATLANTIC CAPITAL MANAGEMENT GROUP, INC.

RIASEC Registered
Total AUM
$75.5M
Discretionary
$75.5M
100% of AUM
Avg account
$680K
Accounts
111
Employees
2
Advisory reps
2

Firm details

Headquarters
WILMINGTON, North Carolina
CRD number
152413
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • HNWI87.94%
  • Individuals7.04%
  • Pooled Investment Vehicles4.59%
  • Corporations / Businesses0.43%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

South Atlantic Capital Management Group, Inc. is a privately held investment adviser operating with a hedge-fund orientation and a mixed client base that includes high‑net‑worth individuals, families and institutional accounts. The firm blends discretionary portfolio management for individual and small business clients with management of pooled vehicles, acting as sponsor/GP and managing member on at least one pooled product. Its fees combine a percentage-of-assets model with performance-based compensation, consistent with running both separate managed accounts and an in‑house hedge fund. Investment activity tilts toward liquid equity exposures: the firm shows a clear preference for exchange‑traded equities as the primary building block of client portfolios. That equity focus is paired with the ability to place capital into private-market vehicles when appropriate—South Atlantic uses private equity and private placement strategies as alternative holdings, often within pooled structures the firm sponsors. The firm does not identify as an active ESG investor and is not positioned as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Cash & Cash Equivalents 25%75%
  • Exchange Traded Equities75%
  • Cash & Cash Equivalents25%

Contacts

2 of 2
  • EDWARD NOWELL

    PresidentCRD 1739617

  • JOHN BLAIR

    Investment Adviser RepresentativeCRD 22831

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WILMINGTON, NC

NEW HANOVER

Location

WILMINGTON, NC

Headquartered in WILMINGTON, NC, in the South of the United States.

Region
South
County
NEW HANOVER
Address
Lumina Sta Eastwood Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth