SOUTHERN CAPITAL SERVICES INC

29000 Us Hwy 98
The Summit, Suite 203-B
Daphne, Alabama 36526
Tel: 251-626-1140

About SOUTHERN CAPITAL SERVICES INC

SOUTHERN CAPITAL SERVICES INC, formally registered with the SEC as SOUTHERN CAPITAL SERVICES INC. The firm was established in 09/15/2017. They have over 3 offices throughout the country.

SOUTHERN CAPITAL SERVICES INC is a Daphne, Alabama based Financial Planning firm with nearly $157,579,779 assets under management, offering retirement planning & investment advisory services to 709 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105582
SEC#	801-111685
Assets Managed by Firm	$157,579,779
No. of Clients	709
No. of Advisors	11

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	709	$157,579,779
Individuals (other than high net worth individuals)	337	$69,865,572
High net worth individuals	32	$73,796,788
Pension and profit sharing plans	15	$13,708,606
Charitable organizations	1	$208,813

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HIGHLAND ASSOCIATES INC 2545 Highland Avenue South, Suite 200 Birmingham, AL, 35205	$23,574,716,836	61	19
REGIONS INVESTMENT MANAGEMENT, INC. 1900 5th Avenue North, Sixth Floor Birmingham, AL, 35203-2618	$16,990,335,269	2	29
WAVERLY ADVISORS, LLC 600 University Park Place, Suite 501 Birmingham, AL, 35209	$14,539,829,905	22135	261
HARBERT FUND ADVISORS, INC. 2100 Third Avenue North Ste 600 Birmingham, AL, 35203	$8,110,107,935	50	167
VULCAN VALUE PARTNERS LLC Three Protective Center, 2801 Highway 280 South, Ste 300 Birmingham, AL, 35223	$7,878,130,018	367	42

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