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SOUTHSTATE ADVISORY, INC.

520 Gervais St
Columbia, South Carolina 29201
Tel: 803-231-3492

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About SOUTHSTATE ADVISORY, INC.

SOUTHSTATE ADVISORY, INC, formally registered with the SEC as SOUTHSTATE ADVISORY, INC. The firm was established in 04/07/2010. They have over 9 offices throughout the country.

SOUTHSTATE ADVISORY, INC. is a Columbia, South Carolina based Financial Planning firm with nearly $3,417,068,970 assets under management, offering retirement planning & investment advisory services to 420 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#153113
SEC#801-71264
Assets Managed by Firm$3,417,068,970
No. of Clients420
No. of Advisors20

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total420$3,417,068,970
Individuals (other than high net worth individuals)109$31,180,381
High net worth individuals62$175,143,138
Pension and profit sharing plans76$436,349,518
Charitable organizations24$122,478,716
Other investment advisers1$1,537,029
Corporations or other businesses9$38,115,551

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