S
$31.9M Total AUM
$10.0M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Northern Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-01-2013
- Office Locations
- 1
Office Locations
-- Westlake OH
About Southworth Investment Management, LLC
Southworth Investment Management, LLC is a Westlake-based RIA. The firm has been operating for 13 years. Managing $31.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Northern Trust.
Team overview
-- AVG AGE
$31.9M AVG AUM / ADVISOR
$4.0M AVG AUM / CLIENT
13.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JOHN D. SOUTHWORTH
Managing Member - Cco, Owner
- CRD
- #4663170
- Ownership
- 75% or more
Available
Available
Available
T
TERYL A. SOUTHWORTH
Managing Member, Owner
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,973,978 | -- |
| Non-Discretionary | $21,883,221 | -- |
| Total | $31,857,199 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Public Funds:
Available Other:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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