COLUMBIA, SCCRD 165306Latest ADV February 27, 2026
Southstate Private Capital Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbia, SC. Its latest Form ADV filing, dated February 27, 2026, reports $5.0B in regulatory assets under management, 38 employees, 10 offices, and 1,583 accounts.
Top client segmentIndividuals represent 48.6% of total clients.
Top client categories% of clientsClients
1
Individuals
48.6%
346
2
HNWI
30.8%
219
3
Pension Plans
12.8%
91
4
Charitable
4.6%
33
5
Corporations
3.2%
23
Categories with <5 clients
Banking or thrift institutions<5 clients
Insurance companies<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.0Bas of February 27, 2026
Discretionary88.8%
$4.4B
89% of total RAUM88.8%
Non-discretionary11.2%
$555M
11% of total RAUM11.2%
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$5.0B
Total Accounts1,583
10Y AUM Change+$4.6B (+1284.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees38
Clients per Employee19:1
10Y Employee Change+33 (+660.0%)
* 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.