Southern Capital Services Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Daphne, AL. Its latest Form ADV filing, dated March 23, 2026, reports $192M in regulatory assets under management, 9 employees, 3 offices, and 700 accounts.
Assets Under Management
$192M
Employees
9
Offices
3 offices
Total Clients
394
Primary office
DAPHNE, AL
29000 US HWY 98, THE SUMMIT, SUITE 203-B, DAPHNE, AL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 84.0% of total clients.
Top client categories% of clientsClients
1
Individuals
84.0%
331
2
HNWI
10.7%
42
3
Pension Plans
5.1%
20
4
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$192Mas of March 23, 2026
Discretionary99.5%
$191M
99% of total RAUM99.5%
Non-discretionary0.5%
$981K
1% of total RAUM0.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$192M
Total Accounts700
10Y AUM Change+$91M (+88.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee44:1
10Y Employee Change+3 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.