THE SOUTHERN FUNDS GROUP, LLC
Firm details
- Headquarters
- HOUSTON, Texas
- CRD number
- 159848
Firm profile
FINTRXOverview
The Southern Funds Group, LLC is an individual-owned limited liability company that operates on the pooled-vehicle side of the business rather than as a traditional retail adviser. Public data show the firm functions as an investment adviser/sponsor and as a general partner or managing member for pooled investment vehicles. It does not identify as an active ESG investor, is not listed as a multi-state adviser, and is not described as a pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2DENNIS MURPHREE
Chief Executive OfficerCRD 6026985
JOHN WHITE
Chief Operating OfficerCRD 6026986
Contacts
1 of 1PATRICK MURPHREE
Vice President, AdministrationCRD 4706796
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
HOUSTON, TX
HARRIS
Location
HOUSTON, TX
Headquartered in HOUSTON, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- HARRIS
- Address
- 6807 Portwest Dr
- Time zone
- CT (UTC-6)
- Office locations
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