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Building 2SOUTHERN CAPITAL ADVISORS, LLC

Map pinJACKSON, TN
Phone731-265-6812
NotebookSEC #801-112593
Total AUM
$636.9M
Employees
6
Clients
817

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3801 NORTH HIGHLAND AVENUE
JACKSON
TN 38305
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
731-265-6812
Other Offices
1

ReceiptFinancials

Total AUM
$636.9M
Accounts
2,147
Discretionary
$636M
Accounts
2,136
Non-Discretionary
$916K
Accounts
11

ContactClients

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Individual Clients
653
AUM
$214.2M
HNW Individual Clients
159
AUM
$414.3M
Pension/Profit Sharing Plan Clients
1
AUM
$4.3M
Charitable Organization Clients
2
AUM
$1.6M
Corporation or Business Clients
2
AUM
$2.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARGAKYLAMSTNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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