Southern Wealth Builders

Overview

Southern Wealth Builders is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individuals and families as well as some institutional clients, providing financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. Its billing options include percentage-of-AUM fees as well as hourly and fixed-fee arrangements. The firm reports that it is not an active ESG investor and is not a multi-state adviser. Southern Wealth Builders does not position itself as a capital allocator; instead it appears to implement client portfolios using third-party funds and standard advisory vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices