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- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-19-2010
- Office Locations
- 20
Office Locations
About Southland Equity Partners, Llc.
Southland Equity Partners provides independent advisors and RIAs nationwide a turnkey investment, technology, and services platform to streamline operations, administration, and compliance so they can scale. Supports portfolio construction and asset allocation using vehicles such as ETFs and mutual funds, with access to Fidelity/NFS and Pershing. Relationship-driven support with a collaborative advisor network and responsive back office.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
ERIC DAVID ANTROBIUS
Managing Member
- CRD
- #2421567
- Ownership
- 75% or more
PETER KRUSSEL
Chief Compliance Officer
- CRD
- #2534106
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JONATHAN HUNTER BODWELL
--
- CRD
- #4715199
RAYMOND EDWARD BOLIN
--
- CRD
- #4512517
Showing 2 of 25 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $891,474,518 | $323,702 |
| Non-Discretionary | $0 | -- |
| Total | $891,474,518 | $323,702 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | 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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