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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-15-2007
- Office Locations
- 1
Office Locations
About South Shore Capital Advisors, LLC
South Shore Capital Advisors is a Boston-area fiduciary wealth manager serving individuals, trusts, and retirement plans, with experience supporting offshore accounts. The firm takes a transparent, globally oriented approach across equity and fixed income portfolios, often implemented with ETFs and public funds, and provides personalized, high-touch consulting regardless of account size.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
TAYLOR GOODWIN THOMAS
Chief Compliance Officer, Investment Advisor, PRINCIPAL
- CRD
- #2526806
- Ownership
- 75% or more
CAITLIN STAUNTON APPLETON
Advisor, PRINCIPAL
- CRD
- #2291235
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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LOWELL SHUMWAY THOMAS III
Principal
- CRD
- #1956210
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $183,208,364 | $893,699 |
| Non-Discretionary | $89,580,847 | $1,990,685 |
| Total | $272,789,211 | $1,091,157 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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