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SOUTHCOL ADVISORS
Legal name: SOUTHCOL ADVISORS, LLC
CRD 308154File 801-118783
APPROVED
Retail clients
Filing as of Feb 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$208.7M
Below cohort median (national)
Discretionary AUM
$208.7M
Clients
8
37 accounts
Employees
4
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 26, 2020
- Principal office
- 15910 OLD 41 NORTH, SUITE 220, NAPLES, FL, 34110
- Phone
- 239-228-8747
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $208.7M
- Discretionary AUM
- $208.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 37
- Non-discretionary accounts
- 0
- Total accounts
- 37
- AUM per client
- $26.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $169.4M |
| High net worth individuals | Fewer than 5 | $39.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.