CRD: 142644
Southern Financial Group, LLC
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- Custodian
- Fidelity/NFS ยท National Advisors Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-09-2007
- Office Locations
- 1
Office Locations
About Southern Financial Group, LLC
Southern Financial Group, LLC is an independent RIA providing comprehensive financial planning and portfolio management through a team of CFPs, CPAs, and PFS professionals. Portfolios are customized across the risk spectrum, from growth strategies to wealth preservation and income, with attention to tax efficiency and tax-deferred vehicles. Recognized by Business Alabama as a 2024 Top Rank planning & advisory firm.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTOPHER TODD HOLDER
Chief Financial Officer
- CRD
- #2444532
- Ownership
- 50% but less than 75%
DAVID FRANKLIN PAINTER
Chief Compliance Officer, Financial Advisor
- CRD
- #2440620
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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ADAM DEXTER JENKINS
--
- CRD
- #6550197
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,050,139,365 | $404,366 |
| Non-Discretionary | $0 | -- |
| Total | $1,050,139,365 | $404,366 |
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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 |
| 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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