Southstate Advisory, Inc.

CRD 153113SEC# 801-71264Columbia, SC

No longer SEC-registered. Southstate Advisory, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.

Reg. AUM

$3.78B

Employees

Accounts

441

Location

Columbia, SC

Southstate Advisory, Inc. assets under management

Southstate Advisory, Inc. is an investment advisory firm registered with the SEC based in Columbia, SC. It reports $3.8 billion in regulatory assets under management and employs 22 people.

View on SEC.gov ↗

Southstate Advisory, Inc. owners & executives

5 reported

Name	Title	Ownership	Since
Brian Alan Barker Control	Director	Under 5%	2017
David Murray Kirkpatrick Control	Director	Under 5%	2020
Raymond Marcus Hrin	Chief Compliance Officer	Under 5%	2013
████████████	████████████	████████████	$•••

See all 5 owners & executives — unlock the full record.

Join to unlock · $37/mo

Frequently asked questions

How much does Southstate Advisory, Inc. manage?

Southstate Advisory, Inc. reports $3.8 billion in regulatory assets under management on its Form ADV.

How many employees does Southstate Advisory, Inc. have?

Southstate Advisory, Inc. reports 22 employees.

Where is Southstate Advisory, Inc. located?

Southstate Advisory, Inc. is based in Columbia, SC.

Does Southstate Advisory, Inc. disclose fund performance?

Southstate Advisory, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address	520 Gervais St, Columbia, SC 29201
Office hours	9:00 a.m. To 5:00 p.m.
Discloses disciplinary history	No

Assets under management

Discretionary	$3.29B
Non-discretionary	$497.3M
Total (RAUM)	$3.78B