| Name | Title | Ownership | Since |
|---|---|---|---|
| David Erle Lindsey Control | Treasurer | 10-25% | 1998 |
| Terry Edward Nager Control | President | 50-75% | 1982 |
| Wendy Louise Nelson Bailey Control | Chief Compliance Officer; Vice-President | Under 5% | 2011 |
Southern Capital Services, Inc. reports $174.1 million in regulatory assets under management on its Form ADV.
Southern Capital Services, Inc. reports 9 employees.
Southern Capital Services, Inc. is based in Daphne, AL and has been SEC-registered since 2017.
Southern Capital Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 29000 US Hwy 98, The Summit, Suite 203-B, Daphne, AL 36526 |
| Phone | 251-626-1140 |
| Fax | 251-626-3257 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $172.9M |
| Non-discretionary | $1.2M |
| Total (RAUM) | $174.1M |