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Southern Financial Group, LLC

● SEC registered since 2007CRD 142644SEC# 801-67489Birmingham, AL
Export (members)
Reg. AUM
$936.1M
Employees
8
Accounts
2,492
Location
Birmingham, AL

Southern Financial Group, LLC assets under management

Southern Financial Group, LLC is an SEC-registered investment adviser based in Birmingham, AL. The firm has been registered since 2007. It reports $936.1 million in regulatory assets under management and employs 8 people.
www.thesouthernfinancialgroup.comView on SEC.gov ↗

Southern Financial Group, LLC owners & executives

2 reported
NameTitleOwnershipSince
Christopher Todd Holder ControlMember, Chief Financial Officer50-75%2006
David Franklin Painter ControlMember, Chief Compliance Officer25-50%2006

Frequently asked questions

How much does Southern Financial Group, LLC manage?

Southern Financial Group, LLC reports $936.1 million in regulatory assets under management on its Form ADV.

How many employees does Southern Financial Group, LLC have?

Southern Financial Group, LLC reports 8 employees.

Where is Southern Financial Group, LLC located?

Southern Financial Group, LLC is based in Birmingham, AL and has been SEC-registered since 2007.

Does Southern Financial Group, LLC disclose fund performance?

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

Contact & registration

Address700 Corporate Parkway, Birmingham, AL 35242
Phone205.383.1415
Fax205.383.1416
Office hours8:00 a.m. To 5:00 p.m. (Friday 8:00 a.m. To 3:00 p.m.)
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$936.1M
Non-discretionary$0
Total (RAUM)$936.1M