Southern Capital Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Jackson, TN. Its latest Form ADV filing, dated April 6, 2026, reports $637M in regulatory assets under management, 5 employees, 1 office, and 2,147 accounts.
Assets Under Management
$637M
Employees
5
Offices
1 office
Total Clients
817
Primary office
JACKSON, TN
3801 NORTH HIGHLAND AVENUE, JACKSON, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.9% of total clients.
Top client categories% of clientsClients
1
Individuals
79.9%
653
2
HNWI
19.5%
159
3
Charitable
0.2%
2
4
Corporations
0.2%
2
5
Pension Plans
0.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$637Mas of April 6, 2026
Discretionary99.9%
$636M
100% of total RAUM99.9%
Non-discretionary0.1%
$916K
0% of total RAUM0.1%
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.
Total AUM$637M
Total Accounts2,147
10Y AUM Change+$637M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee163:1
10Y Employee Change+3 (+150.0%)
* 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.