S
$6.6M Total AUM
$6.6M Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Interactive Brokers · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-21-2013
- Office Locations
- 1
Office Locations
-- Jupiter FL
About Souther Capital Management L.l.c.
Souther Capital Management L.l.c. is a Jupiter-based RIA. The firm has been operating for 13 years. Managing $6.6M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Interactive Brokers.
Team overview
-- AVG AGE
$6.6M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
13.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOHN MCCARTY SOUTHER
Managing Member - Cco
- CRD
- #6179410
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,560,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,560,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
Continue browsing