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| Southern Financial Group LLC
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|---|---|
| CRD # | 142644 |
| SEC # | 801-67489 |
| CIK # | 0002140714, 0001831523, 0000092122 |
| AUM | $1.1 B (2026-02-26) |
| Employees | 8 (25% Investors, 25% Brokers) |
| Phone | 205-383-1415 |
| Address | 700 Corporate Parkway Birmingham, AL 35242 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002140714 0001831523 0000092122 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Southern Co | 35.5 | ||
| Diamondback Energy Inc | 4.7 | ||
| Apple Inc | 2.6 | ||
| Regions Financial Corp | 1.9 | ||
| Laclede Group Inc | 1.2 | ||
| Nvidia Corp | 1.2 | ||
| AT&T Inc | 1.0 | ||
| Verizon Communications Inc | 1.0 | ||
| Bank of America Corp /DE/ | 0.9 | ||
| Amazon Com Inc | 0.7 | ||
| Microsoft Corp | 0.7 | ||
| Cisco Systems Inc | 0.7 | ||
| AbbVie Inc | 0.7 | ||
| Intel Corp | 0.6 | ||
| Micron Technology Inc | 0.6 | ||
| General Electric Co | 0.6 | ||
| Caterpillar Inc | 0.6 | ||
| Pfizer Inc | 0.6 | ||
| Facebook Inc | 0.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 788 | 280.1 |
| (b) Individuals (high net worth individuals) | 352 | 768.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 2 | 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 | 4 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 2,597 | 1,050.1 |
| By Discretionary | ||
| Discretionary | 2,597 | 1,050.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,597 | 1,050.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,050.1 | |
| Total | 2,597 | 1,050.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 10-K | [0000092122] | |
| 10-Q | [0000092122] | |
| 3 | [0000092122] | |
| 4 | [0000092122] | |
| 5 | [0000092122] | |
| 8-K | [0000092122] | |
| SC 13G | [0000092122] | |
| D | [0001831523] | |
| 13F-HR | [0002140714] |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Southern Co | |
| Earley Anthony F Jr | |
| Akella Janaki | |
| Johns John D | |
| Svinicki Kristine L | |
| Thomas Lizanne | |
| Turner John M JR | |
| Grain David J | |
| Meador David E | |
| Smith William G Jr | |
| View All | |
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