Southern Capital Services Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Southern Capital Services Inc
CRD #105582
SEC #801-111685
CIK #
AUM 192.5 M (2026-03-23)
Employees 9 (67% Investors, 0% Brokers)
Phone251-626-1140
Address29000 US Hwy 98
Daphne, AL 36526
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
200160120804001999200820172027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 331 70.7
(b) Individuals (high net worth individuals) 42 107.4
(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 20 14.1
(h) Charitable organizations 1 0.2
(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 0 0.0
(n) Other 0 0.0
Total 700 192.5
By Discretionary
Discretionary 695 191.5
Non-Discretionary 5 1.0
Total 700 192.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 192.5
Total 700 192.5
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
Comparable Firms State AUM
Wickham Financial Group Inc
GA 193.0 M
Baybridge Capital Group LLC
CA 192.9 M
Tailwinds Wealth LLC
MN 192.7 M
Cadia Private Client LLC
NJ 192.5 M
Greenshields Capital LLC
CA 192.5 M
Park State Asset Management LLC
MA 192.4 M
Hampton Rock Wealth Management I LLC
TX 192.4 M
Vines Capital Management LLC
LA 192.2 M
Southport Station Financial Management LLC
CT 192.1 M
RFP Financial Group LLC
GA 192.0 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com