SOUTHLAND EQUITY PARTNERS, LLC.

Overview

Southland Equity Partners, LLC is an independent, SEC-registered investment advisory firm organized as an LLC and operating since 2010. The firm serves individual and family clients with a mix of financial planning, discretionary portfolio management for individuals and small businesses, and selection of outside advisers. Southland bills on a percentage-of-assets basis and also uses hourly and fixed fees for some engagements. It describes itself as a capital allocator, directing client capital to external managers when appropriate, and maintains an industry affiliation with an insurance company. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices