CRD: 105582
Southern Capital Services INC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-08-1991
- Office Locations
- 5
Office Locations
About Southern Capital Services INC
Southern Capital Services is an independent RIA providing portfolio management and planning-led advice, including retirement consulting, 401(k) plan reviews, and college-savings guidance. The firm emphasizes fiduciary, fee-based relationships and a stay-the-course approach through market volatility, supported by client education content (including TV interviews) and insights on taxes and estate planning. Custody includes Charles Schwab and TD Ameritrade.
Team overview
Insights
Asset Classes
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
TERRY EDWARD NAGER
Advisor, President
- CRD
- #344567
- Ownership
- 50% but less than 75%
DAVID ERLE LINDSEY
Certified Financial Planner, TREASURER
- CRD
- #1269329
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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Larry Edward Dixon III
Partner
- CRD
- #7325654
MICHELLE HUNT
Certified Financial Planner
- CRD
- #733703
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $191,499,824 | $275,539 |
| Non-Discretionary | $980,727 | $196,145 |
| Total | $192,480,551 | $274,972 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | 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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