CRD: 119849
Southward Financial Services, LLC
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- Custodian
- Altruist · Truist Bank · Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-25-1999
- Office Locations
- 1
Office Locations
About Southward Financial Services, LLC
Southward Financial Services, LLC is a central Ohio fee-only fiduciary advisor serving middle-income families and clergy. The firm provides goal-based financial planning, investment management, and tax preparation, with an education-first approach and no minimum portfolio requirement. Portfolios commonly use ETFs and mutual funds for asset allocation, with custody including Vanguard.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
ROGER EDWIN SOUTHWARD
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #4539336
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,226,000 | -- |
| Non-Discretionary | $8,244,000 | -- |
| Total | $9,470,000 | -- |
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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 |
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