Southstate Private Capital Management LLC

RIASEC RegisteredEst. 2013

Total AUM

$5B

Discretionary

$4.4B

89% of AUM

Avg account

$3.1M

Accounts

1,583

Employees

Advisory reps

Firm details

Headquarters: Columbia, South Carolina
CRD number: 165306
Registered since: February 28, 2013
Website: www.pcm-inc.com
Custodians: SOUTH STATE BANK, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Banking / Thrift Institutions65.92%
HNWI13.45%
Pension & Profit Sharing Plans11.54%
Individuals3.47%
Charitable Organizations3.21%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Southstate Private Capital Management LLC is an independent RIA formed in 2013 that positions itself as a capital allocator for both high-net-worth individuals and institutional clients. The firm provides wealth planning and discretionary portfolio management alongside pension consulting and the selection of outside advisers, and it runs educational workshops for clients. Its fee menu includes percentage-of-AUM billing as well as hourly and fixed-fee arrangements. Southstate reports active ESG investing as part of its approach and maintains affiliations across the financial services ecosystem, including broker-dealer, other adviser, and banking relationships. The firm received recognition from Citywire in 2020 as one of "50 Growers Across America."