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|
| Keyboard |
| Southport Station Financial Management LLC
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|
|---|---|
| CRD # | 146270 |
| SEC # | 801-68863 |
| CIK # | |
| AUM | 192.1 M (2026-03-24) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Phone | 203-254-2333 |
| Address | 368 Center Street Southport, CT 06890 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 98 | 24.5 |
| (b) Individuals (high net worth individuals) | 84 | 161.5 |
| (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 | 6.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 326 | 192.1 |
| By Discretionary | ||
| Discretionary | 301 | 156.1 |
| Non-Discretionary | 25 | 35.9 |
| Total | 326 | 192.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.1 | |
| Total | 326 | 192.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cadia Private Client LLC
✚
|
NJ | 192.5 M |
|
Southern Capital Services Inc
✚
|
AL | 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 |
|
RFP Financial Group LLC
✚
|
GA | 192.0 M |
|
Pettee Investors Inc
✚
|
CT | 191.9 M |
|
First American Asset Advisory LLC
✚
|
NY | 191.8 M |
|
K2 Financial Inc
✚
|
CA | 191.6 M |