Southern Capital Advisors, LLC
Firm details
- Headquarters
- Jackson, Tennessee
- CRD number
- 292275
- Registered since
- March 5, 2018
- Website
- www.southernadvisor.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI65.05%
- Individuals33.63%
- Pension & Profit Sharing Plans0.68%
- Corporations / Businesses0.39%
- Charitable Organizations0.26%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Southern Capital Advisors, LLC is an independent registered investment adviser that has operated since 2018. The firm is organized as an LLC and is owned by an individual. Its client mix includes individuals and families as well as institutional clients, and its core advisory services are financial planning and portfolio management for individuals and small businesses. Compensation is primarily fee-based, using both a percentage-of-AUM model and hourly charges. Southern Capital does not position itself as a capital allocator or pension consultant, and it is not identified as an active ESG investor or a multi-state adviser. The firm maintains an industry affiliation with accountants, which suggests a focus on integrated tax and planning coordination for client relationships.
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
- Public Funds/Mutual Funds72%
- Cash & Cash Equivalents18%
- Exchange Traded Equities9%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
2 of 2
Alexia Hearn
Retirement Plan CoordinatorCRD 8266626
Jason Lockridge
Partner, Chief Operating OfficerCRD 5094838
Contacts
3 of 4
Jake Martin
Tax Planning SpecialistCRD 7831228
Ethan Mayberry
Senior Financial AdvisorCRD 6671881
Charles Johnson
Managing PartnerCRD 4624837
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$199M in ETFs
99%
$196M
1%
$2.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P US VALUE ETF (IUSV) | BlackRock | Passive | Large Value | $34.3M | 311,418 | 17.27% |
Location
Jackson, TN
Madison
Location
Jackson, TN
Headquartered in Jackson, TN, anchoring the Jackson-Brownsville, TN metro in the South.
- Metro area
- Jackson-Brownsville, TN
- Region
- South
- County
- Madison
- Address
- 3801 N Highland Ave
- Time zone
- CT (UTC-6)
- Office locations
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