SOUTHERN CAPITAL MANAGEMENT CORPORATION

Overview

Southern Capital Management Corporation is a small, equity-focused advisory firm that manages separately managed accounts primarily for individuals and families. The firm’s advisory activity centers on portfolio management for individual and small-business clients and it also produces periodicals or newsletters, indicating a focus on investment communication and client education. Its fee model combines percentage-of-AUM and fixed fees, which supports both ongoing wealth management relationships and more defined, project-style engagements. Investment activity is concentrated in exchange-traded equities and exchange-traded funds, with a clear preference for liquid, publicly traded securities. That emphasis points to a portfolio construction approach that favors transparency, trading flexibility and tax-management options available through individual equity and ETF positions. The firm does not identify itself as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices