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Southcol Advisors, LLC

● SEC registered since 2020CRD 308154SEC# 801-118783Naples, FL
Export (members)
Reg. AUM
$165.3M
Employees
4
Accounts
34
Location
Naples, FL

Southcol Advisors, LLC assets under management

Southcol Advisors, LLC operates as an SEC-registered investment adviser based in Naples, FL. The firm has been registered since 2020. It reports $165.3 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/southcol-advisorsView on SEC.gov ↗

Southcol Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
James Winfield Lumberg ControlFounder And PrincipalOver 75%2020
Victoria Lynn Delucia ControlChief Compliance OfficerUnder 5%2020

Frequently asked questions

How much does Southcol Advisors, LLC manage?

Southcol Advisors, LLC reports $165.3 million in regulatory assets under management on its Form ADV.

How many employees does Southcol Advisors, LLC have?

Southcol Advisors, LLC reports 4 employees.

Where is Southcol Advisors, LLC located?

Southcol Advisors, LLC is based in Naples, FL and has been SEC-registered since 2020.

Does Southcol Advisors, LLC disclose fund performance?

Southcol Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address15910 Old 41 North, Suite 220, Naples, FL 34110
Phone239-228-8747
Office hours9 a.m. - 5 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$165.3M
Non-discretionary$0
Total (RAUM)$165.3M