$4.1M Total AUM
$4.1M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
1 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-11-2024
- Office Locations
- 1
Office Locations
-- Rock Hill SC
About Southbound Wealth LLC
Southbound Wealth LLC is a fee-only, fiduciary RIA led by CFP professional Matt McCoy, providing personalized financial planning and ongoing investment management for individuals and business owners. Pricing is a flat fee with no commissions and not tied to market levels. Portfolios are primarily implemented with ETFs. Based in Rock Hill, SC, with meetings available locally or via Zoom nationwide.
Team overview
29 AVG AGE
$4.1M AVG AUM / ADVISOR
$408.8K AVG AUM / CLIENT
1.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
Matthew Daniel McCoy
financial planner
- CRD
- #6779975
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,088,119 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,088,119 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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