BIRMINGHAM, ALCRD 142644Latest ADV February 26, 2026
Southern Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Birmingham, AL. Its latest Form ADV filing, dated February 26, 2026, reports $1.1B in regulatory assets under management, 8 employees, and 2,597 accounts.
Assets Under Management
$1.1B
Employees
8
Offices
--
Total Clients
1,146
Primary office
BIRMINGHAM, AL
700 CORPORATE PARKWAY, BIRMINGHAM, AL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.8% of total clients.
Top client categories% of clientsClients
1
Individuals
68.8%
788
2
HNWI
30.7%
352
3
Corporations
0.3%
4
4
Charitable
0.2%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of February 26, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts2,597
10Y AUM Change+$576M (+121.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee143:1
10Y Employee Change+1 (+14.3%)
* 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.