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| Happy Holidays!! thanks for using AUM13F!! |
| Southern Capital Services Inc
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| CRD # | 105582 |
| SEC # | 801-111685 |
| CIK # | |
| AUM | $174.1 M (2025-03-13) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 251-626-1140 |
| Address | 29000 US Hwy 98 Daphne, AL 36526 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 649 | 71.9 |
| (b) Individuals (high net worth individuals) | 38 | 88.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 13.7 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 711 | 174.1 |
| By Discretionary | ||
| Discretionary | 706 | 172.9 |
| Non-Discretionary | 5 | 1.2 |
| Total | 711 | 174.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.1 | |
| Total | 711 | 174.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Retirement Advisors LLC
✚
|
TX | 0.2 |
|
BLVD Private Wealth LLC
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KY | 0.2 |
|
Matters Capital LLC
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FL | 0.2 |
|
iTrust Asset Management LLC
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|
KY | 0.2 |
|
McGinn Penninger Investment Management Inc
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|
VA | 0.2 |
|
Secfi Advisory Limited
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|
NY | 0.2 |
|
The Simmons Partnership Inc
✚
|
MD | 0.2 |
|
The Perspective Group LLC
✚
|
KS | 0.2 |
|
Friedenthal Financial LLC
✚
|
NJ | 0.2 |
|
D & P Investment Advisors Ltd
✚
|
RI | 0.2 |