S
$43.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
170 ADV. Clients
32 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-05-1994
- Office Locations
- 1
Office Locations
4 Carriage Lane #407 Charleston SC
About Southern Capital Management Corporation
Southern Capital Management Corporation is a Charleston, SC investment adviser serving retail clients, including business owners, with retirement plan and insurance-related planning. Portfolios emphasize ETF-based asset allocation with some fixed-income exposure. The firm reports working with custodians such as Pershing and BNY Mellon and uses CRM tools like Salesforce/HubSpot.
Team overview
-- AVG AGE
$21.5M AVG AUM / ADVISOR
$252.9K AVG AUM / CLIENT
6.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
32yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
MICHAEL JAMES PATE
President
- CRD
- #1892355
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
J
John Rivers
--
- CRD
- #8060492
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $43,000,000 | -- |
| Total | $43,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing