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| Southern Capital Advisors LLC
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| |
|---|---|
| CRD # | 292275 |
| SEC # | 801-112593 |
| CIK # | 0001909249 |
| AUM | $414.5 MM (2024-02-09) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 731-265-6812 |
| Address | 3801 North Highland Avenue Jackson, TN 38305 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| UPS | 157,208.0 | 13.2 | |
| AAPL | 2,382,844.0 | 4.3 | |
| PG | 338,108.9 | 3.6 | |
| MSFT | 1,918,222.4 | 3.3 | |
| INTU | 108,963.5 | 2.4 | |
| WMT | 335,434.5 | 2.2 | |
| AVGO | 201,282.9 | 2.0 | |
| NOW | 94,905.7 | 1.8 | |
| AFL | 36,008.8 | 1.5 | |
| GE | 72,511.8 | 1.5 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 518 | 145.1 |
| (b) Individuals (high net worth individuals) | 123 | 264.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 2.8 |
| (h) Charitable organizations | 1 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,638 | 414.5 |
| By Discretionary | ||
| Discretionary | 1,637 | 414.3 |
| Non-Discretionary | 1 | 0.1 |
| Total | 1,638 | 414.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 414.5 | |
| Total | 1,638 | 414.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001909249] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The JUNK Investment Group LLC
✚
|
MD | 0.4 |
|
Wagner Loftin Investment Services LLC
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|
CA | 0.4 |
|
Innovative Wealth Building LLC
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MD | 0.4 |
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Lewis Financial Management LLC
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NC | 0.4 |
|
Bray Capital Advisors LLC
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FL | 0.4 |
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Conifer Investments Ltd
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CT | 0.4 |
|
Empower Financial Advisory LLC
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|
CT | 0.4 |
|
Soundmark Wealth Management LLC
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|
WA | 0.4 |
|
Robert L Bender Inc DBA Robert Bender & Associates
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|
CA | 0.4 |
|
Melia Wealth LLC
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|
OK | 0.4 |