Souther Capital Management L.L.C.

Overview

Souther Capital Management L.L.C. is an independent, owner-operated registered investment adviser that serves a small number of high-net-worth individuals and families. The firm’s stated services focus on financial planning and discretionary portfolio management for individuals and small businesses. Its fee model combines a percentage-of-assets-under-management approach with performance-based fees, which suggests an emphasis on active management and strategies that can justify incentive compensation. Investment positioning centers on public funds and mutual funds as the core sleeve, supplemented by allocations to less liquid, return-enhancing strategies. The firm is not an active ESG investor and does not operate as a multi-state adviser for registration purposes. Custody is handled through Interactive Brokers LLC, indicating a platform that supports both pooled mutual fund investments and more direct trading or alternative positions.

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Investments & Alternatives

Location & Offices