Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > tennessee > jackson > SOUTHERN CAPITAL ADVISORS, LLC
SOUTHERN CAPITAL ADVISORS, LLC
3801 North Highland Avenue
Jackson, Tennessee 38305
Tel: 731-265-6812
About SOUTHERN CAPITAL ADVISORS, LLC
SOUTHERN CAPITAL ADVISORS, LLC, formally registered with the SEC as SOUTHERN CAPITAL ADVISORS, LLC. The firm was established in 03/05/2018. They have over 1 offices throughout the country.
SOUTHERN CAPITAL ADVISORS, LLC is a Jackson, Tennessee based Financial Planning firm with nearly $514,939,668 assets under management, offering retirement planning & investment advisory services to 1835 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 292275 |
| SEC# | 801-112593 |
| Assets Managed by Firm | $514,939,668 |
| No. of Clients | 1835 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1835 | $514,939,668 |
| Individuals (other than high net worth individuals) | 567 | $175,962,857 |
| High net worth individuals | 139 | $332,922,339 |
| Pension and profit sharing plans | 1 | $3,415,244 |
| Charitable organizations | 1 | $485,381 |
| Corporations or other businesses | 1 | $2,153,847 |
More Retirement Planning firms in Jackson, Tennessee:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $651,482,000,000 | 62140 | 4565 | |
| $14,371,072,726 | 37 | 37 | |
| $13,961,190,744 | 9 | 48 | |
| $12,356,541,464 | 8945 | 236 | |
| $10,409,129,905 | 208 | 42 |
Explore More Retirement Advisors in Jackson, Tennessee