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SOUTHERN CAPITAL ADVISORS, LLC
CRD 292275File 801-112593
APPROVED
Retail clients
Filing as of May 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$636.9M
Above cohort median (national)
Discretionary AUM
$636.0M
Non-discretionary $916K
Clients
817
2,147 accounts
Employees
6
Above cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Mar 5, 2018
- Principal office
- 3801 NORTH HIGHLAND AVENUE, JACKSON, TN, 38305
- Phone
- 731-265-6812
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $636.9M
- Discretionary AUM
- $636.0M
- Non-discretionary AUM
- $916K
- Discretionary accounts
- 2,136
- Non-discretionary accounts
- 11
- Total accounts
- 2,147
- AUM per client
- $780K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.5M |
| Charitable organizations | Fewer than 5 | $1.6M |
| High net worth individuals | 159 | $414.3M |
| Pension and profit sharing plans | Fewer than 5 | $4.3M |
| Individuals (other than high net worth individuals) | 653 | $214.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- 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 |
|---|---|---|---|---|
| Jun 1, 2026 | Employees | 5 | 6 | increased by1 |
| Mar 1, 2026 | Clients | 709 | 817 | increased by108 |
| Mar 1, 2026 | AUM | $514,939,668 | $636,914,932 | increased by$121,975,264 |
| Mar 1, 2026 | Accounts | 1,835 | 2,147 | increased by312 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 6 | 5 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 6 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 543 | 709 | increased by166 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $372,604,117 | $514,939,668 | increased by$142,335,551 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,361 | 1,835 | increased by474 |
| Feb 1, 2022 | Clients | 447 | 543 | increased by96 |
| Feb 1, 2022 | AUM | $270,432,401 | $372,604,117 | increased by$102,171,716 |
| Feb 1, 2022 | Accounts | 1,092 | 1,361 | increased by269 |
| Jan 1, 2022 | Employees | 3 | 4 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SOUTHERN CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SOUTHERN CAPITAL” 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.