CRD: 325965
Southern Investment Management Collective LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-27-2023
- Office Locations
- 1
Office Locations
About Southern Investment Management Collective LLC
Southern Investment Management Collective (SIMC) is a Chapel Hill, NC registered investment adviser led by Kent Fisher, CFA, CFP®. The fee-only firm serves as a fiduciary, providing comprehensive financial, retirement, tax and estate planning alongside investment management, tailored to a select group of clients. Clients access services through an Orion client portal, with an emphasis on upfront fee and cost transparency.
Team overview
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KENT JAMIESON FISHER
Chief Compliance Officer, Managing Member, Wealth Manager
- CRD
- #3272619
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,648,303 | -- |
| Non-Discretionary | $3,991,364 | -- |
| Total | $65,639,667 | -- |
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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 |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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