Southcol Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Naples, FL. Its latest Form ADV filing, dated February 23, 2026, reports $209M in regulatory assets under management, 4 employees, 1 office, and 37 accounts.
Assets Under Management
$209M
Employees
4
Offices
1 office
Total Clients
8
Primary office
NAPLES, FL
15910 OLD 41 NORTH, SUITE 220, NAPLES, FL, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.0% of total clients.
Top client categories% of clientsClients
1
HNWI
50.0%
4
2
Charitable
50.0%
4
Categories with <5 clients
Charitable Organizations<5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$209Mas of February 23, 2026
Discretionary100.0%
$209M
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$209M
Total Accounts37
10Y AUM Change+$209M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee2:1
10Y Employee Change+3 (+300.0%)
* 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.