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| Southern Financial Group LLC
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|---|---|
| CRD # | 142644 |
| SEC # | 801-67489 |
| CIK # | 0002140714, 0000092122, 0001831523 |
| AUM | 1,050.1 M (2026-02-26) |
| Employees | 8 (25% Investors, 25% Brokers) |
| Fees | |
| Minimum | |
| Phone | 205-383-1415 |
| Address | 700 Corporate Parkway Birmingham, AL 35242 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($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 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Retail |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Southern Co SO
Southern Company Common Stock
|
2026-03-30 | Sell | 25,000 | $96.67 | 2,416,750 |
|
Southern Co SO
Southern Company Common Stock
|
2026-03-19 | Sell | 6,669 | $96.55 | 643,892 |
|
Southern Co SO
Southern Company Common Stock
|
2026-03-18 | Sell | 12,500 | $97.13 | 1,214,125 |
|
Southern Co SO
Performance Restricted Stock Units Holding · derivative
|
2026-03-08 | Option exercise | 1,275 | $0.00 | |
|
Southern Co SO
Southern Company Common Stock
|
2026-03-08 | Option exercise | 1,420 | $0.00 | |
|
Southern Co SO
Southern Company Common Stock
|
2026-03-08 | Tax withheld | 633 | $97.48 | 61,705 |
|
Southern Co SO
Southern Company Common Stock
|
2026-03-06 | Discretionary | 6,330.01 | $97.64 | 618,062 |
|
Southern Co SO
Southern Company Common Stock Holding
|
2026-02-26 | Gift | 15,000 | $0.00 | |
|
Southern Co SO
Southern Company Common Stock
|
2026-02-24 | Sell | 5,123 | $95.15 | 487,453 |
|
Southern Co SO
Southern Company Common Stock
|
2026-02-16 | Tax withheld | 6,772 | $90.86 | 615,304 |
|
Southern Co SO
Performance Restricted Stock Units · derivative
|
2026-02-16 | Option exercise | 13,302 | $0.00 | |
|
Southern Co SO
Southern Company Common Stock
|
2026-02-16 | Tax withheld | 52,259 | $90.86 | 4,748,253 |
|
Southern Co SO
Southern Company Common Stock
|
2026-02-16 | Option exercise | 13,751 | $0.00 | |
|
Southern Co SO
Southern Company Common Stock
|
2026-02-16 | Tax withheld | 27,715 | $90.86 | 2,518,185 |
|
Southern Co SO
Southern Company Common Stock
|
2026-02-16 | Grant | 62,223 | $0.00 | |
|
Southern Co SO
Southern Company Common Stock
|
2026-02-16 | Grant | 117,327 | $0.00 | |
|
Southern Co SO
Southern Company Common Stock
|
2026-02-11 | Tax withheld | 23,097 | $90.86 | 2,098,593 |
|
Southern Co SO
Southern Company Common Stock
|
2026-02-11 | Option exercise | 3,350 | $0.00 | |
|
Southern Co SO
Performance Restricted Stock Units · derivative
|
2026-02-11 | Option exercise | 558 | $0.00 | |
|
Southern Co SO
Southern Company Common Stock
|
2026-02-11 | Option exercise | 2,526 | $0.00 | |
| showing 20 of 200 most recent transactions | |||||
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|
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|
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|
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|
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|
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|
Pettyjohn Wood & White Inc
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|
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