CRD: 152413
South Atlantic Capital Management Group, Inc.
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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-04-2010
- Office Locations
- 2
Office Locations
About South Atlantic Capital Management Group, Inc.
South Atlantic Capital is an independent, fee-based investment manager offering discretionary separate accounts for individuals and institutions. The firm runs a concentrated large-cap value “Core Equity” strategy (typically 20–25 stocks) built from in-house research and positioned as an all-weather equity portfolio, managed since 1992. South Atlantic voluntarily follows GIPS and undergoes annual third-party verification, and participates in the Schwab Marketplace.
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Owner & Executives
EDWARD DOWD NOWELL
CHIEF OPERATING OFFICER, COMPLIANCE OFFICER, President
- CRD
- #1739617
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JOHN DURBURROW BLAIR
--
- CRD
- #22831
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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