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: 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, SEC-registered RIA formed in 2013 that operates as a capital allocator for both individual/family and institutional clients. The firm is organized as an LLC and offers a mix of fee arrangements — percentage of AUM, hourly charges, and fixed fees — and provides a range of advisory services including financial planning, portfolio management for individuals and businesses, pension consulting, manager selection, and educational workshops. The firm identifies as an active ESG investor and also functions as a pension consultant and broker-dealer affiliate through its industry relationships. A snapshot of the firm notes it is owner-operated and not registered as a multistate adviser even though it maintains a footprint across multiple states. Southstate has been recognized in industry coverage, appearing in Citywire’s "50 Growers Across America" list in 2020. The firm’s capital-allocation role is reflected in its use of external alternative managers and allocation to both public and private strategies.