CRD: 292275
Southern Capital Advisors, LLC
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- Custodian
- Fidelity/NFS ยท Jackson National Life
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-05-2018
- Office Locations
- 1
Office Locations
About Southern Capital Advisors, LLC
Southern Capital Advisors is a fee-only, SEC-registered fiduciary RIA (founded 2018) providing personalized financial planning and investment management, including retirement, tax, and estate planning. The firm serves individuals such as retirees and business owners with diversified, risk-managed portfolios using vehicles like ETFs and mutual funds, and primarily custodies through Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
CHARLES LEE JOHNSON
Managing Member, Managing Partner
- CRD
- #4624837
- Ownership
- 75% or more
Jason B Lockridge
Certified Financial Planner, Chief Compliance Officer
- CRD
- #5094838
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Bennie Mark Coffman
Vice President Of Business Development
- CRD
- #7428206
Alexia Desiree Hearn
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- CRD
- #8266626
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $635,998,958 | $297,752 |
| Non-Discretionary | $915,974 | $83,270 |
| Total | $636,914,932 | $296,653 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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