PPrivate Fund Data Log in Join · $37/mo

Southern Capital Advisors, LLC

● SEC registered since 2018CRD 292275SEC# 801-112593Jackson, TN
Export (members)
Reg. AUM
$514.9M
Employees
5
Accounts
1,835
Location
Jackson, TN

Southern Capital Advisors, LLC assets under management

Southern Capital Advisors, LLC is a registered investment adviser overseen by the SEC based in Jackson, TN. The firm has been registered since 2018. It reports $514.9 million in regulatory assets under management and employs 5 people.

Southern Capital Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Charles Lee Johnson ControlManaging MemberOver 75%2017
Jason B Lockridge ControlMember & Chief Compliance Officer10-25%2017

Frequently asked questions

How much does Southern Capital Advisors, LLC manage?

Southern Capital Advisors, LLC reports $514.9 million in regulatory assets under management on its Form ADV.

How many employees does Southern Capital Advisors, LLC have?

Southern Capital Advisors, LLC reports 5 employees.

Where is Southern Capital Advisors, LLC located?

Southern Capital Advisors, LLC is based in Jackson, TN and has been SEC-registered since 2018.

Does Southern Capital Advisors, LLC disclose fund performance?

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

Contact & registration

Address3801 North Highland Avenue, Jackson, TN 38305
Phone731-265-6812
Fax731-265-6819
Office hours9:00a.m. - 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$514.6M
Non-discretionary$386K
Total (RAUM)$514.9M