Southern Capital Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm provides discretionary and non-discretionary asset management and financial planning and consulting services primarily to individuals and high‑net‑worth individuals. It documents client goals and risk tolerances, allows clients to impose written investment restrictions, and does not require a minimum account size.
The firm’s investment approach employs a mix of fundamental, technical, charting and cyclical analysis and can include both long‑term and short‑term strategies, with periodic account reviews designed to address allocation, rebalancing and tax‑loss harvesting opportunities. It may delegate portfolio management to third‑party sub‑advisors while retaining overall responsibility for the client relationship and the authority to hire or terminate those sub‑advisors.
A notable feature is the adviser’s affiliation with an insurance business: the principal is a licensed insurance agent who may offer insurance products and receive separate commission compensation; the brochure discloses this potential conflict and describes disclosure and fiduciary measures to mitigate it, and clients are not required to purchase insurance through the firm. The firm is newly formed and currently reports no client assets under management, a fact prospective clients may consider when evaluating experience and operational history.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Active portfolio management
Tax-loss harvesting
Fee options
Financial planning flat fees between $500 and $50,000
$0 - $250,000: 1.50% $250,001 - $500,000: 1.35% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.10% $2,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $20,000,000: 0.65% $20,000,001+: 0.50%
Investment Advisor Representative receives commissions on insurance sales as a licensed insurance agent
$500 per hour for financial consulting services
Fee-only: Hourly fee of $500 per hour; fixed financial planning fees between $500 and $50,000
Main office location
Southern Capital Partners, LLC
Franklin TN, United States
Number of offices
1
Most active in
Southern Capital Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Colorado · Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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