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SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC
CRD 165306File 801-77650
APPROVED
Retail clients
Custody
Filing as of Jul 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.96B
Top 25% of cohort (national)
Discretionary AUM
$4.40B
Non-discretionary $555.1M
Clients
712
1,583 accounts
Employees
38
Top 10% of cohort in SC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Feb 28, 2013
- Principal office
- 520 GERVAIS STREET, COLUMBIA, SC, 29201
- Phone
- 803-231-3492
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.96B
- Discretionary AUM
- $4.40B
- Non-discretionary AUM
- $555.1M
- Discretionary accounts
- 1,502
- Non-discretionary accounts
- 81
- Total accounts
- 1,583
- AUM per client
- $7.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 23 | $59.3M |
| Insurance companies | Fewer than 5 | $22.7M |
| Charitable organizations | 33 | $159.1M |
| Other investment advisers | Fewer than 5 | $1.8M |
| High net worth individuals | 219 | $666.6M |
| Banking or thrift institutions | Fewer than 5 | $3.27B |
| Pension and profit sharing plans | 91 | $572.1M |
| State or municipal government entities | Fewer than 5 | $35.5M |
| Individuals (other than high net worth individuals) | 346 | $172.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 33 | 38 | increased by5 |
| Feb 1, 2026 | Clients | 832 | 712 | decreased by120 |
| Feb 1, 2026 | AUM | $1,537,495,942 | $4,956,973,083 | increased by$3,419,477,141 |
| Feb 1, 2026 | Accounts | 2,951 | 1,583 | decreased by1,368 |
| Jan 1, 2026 | Employees | 22 | 33 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 26 | 22 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 787 | 832 | increased by45 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,488,415,802 | $1,537,495,942 | increased by$49,080,140 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,786 | 2,951 | increased by165 |
| Oct 1, 2022 | Employees | 24 | 26 | increased by2 |
| Apr 1, 2022 | Employees | 21 | 24 | increased by3 |
| Apr 1, 2022 | Clients | 753 | 787 | increased by34 |
| Apr 1, 2022 | AUM | $1,311,872,558 | $1,488,415,802 | increased by$176,543,244 |
| Apr 1, 2022 | Accounts | 2,863 | 2,786 | decreased by77 |
| Mar 1, 2022 | Employees | 19 | 21 | increased by2 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SOUTHSTATE PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SOUTHSTATE PRIVATE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.