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| Happy Holidays!! thanks for using AUM13F!! |
| Southern Capital Advisors LLC
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| CRD # | 292275 |
| SEC # | 801-112593 |
| CIK # | 0001909249 |
| AUM | $514.9 M (2025-06-04) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 731-265-6812 |
| Address | 3801 North Highland Avenue Jackson, TN 38305 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001909249 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| United Parcel Service Inc | 9.3 | ||
| Apple Inc | 4.1 | ||
| Aflac Inc | 4.1 | ||
| Procter & Gamble Co | 3.6 | ||
| Tractor Supply Co /DE/ | 2.8 | ||
| Microsoft Corp | 2.3 | ||
| Capital One Financial Corp | 2.1 | ||
| BB&T Corp | 2.1 | ||
| General Electric Co | 2.1 | ||
| BlackRock Inc | 1.5 | ||
| Oracle Corp | 1.2 | ||
| Amazon Com Inc | 1.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 567 | 176.0 |
| (b) Individuals (high net worth individuals) | 139 | 332.9 |
| (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 | 3.4 |
| (h) Charitable organizations | 1 | 0.5 |
| (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 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,835 | 514.9 |
| By Discretionary | ||
| Discretionary | 1,829 | 514.6 |
| Non-Discretionary | 6 | 0.4 |
| Total | 1,835 | 514.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 514.9 | |
| Total | 1,835 | 514.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001909249] |
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|---|---|---|
|
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✚
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0.5 | |
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|
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|
FMB Wealth Management
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|
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Asset Planning Inc
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