Southern Equity Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. Thomas, VI.
Assets Under Management
$788M
Employees
2
Offices
--
Total Clients
12
Primary office
ST. THOMAS, VI
5093 DRONNINGEN'S GADE, SUITE 5, ST. THOMAS, VI, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Hourly charges
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 58.3% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
58.3%
7
2
HNWI
25.0%
3
3
Corporations
8.3%
1
4
LIMITED LIABILITY PARTNERSHIPS
8.3%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$788Mas of March 20, 2026
Discretionary100.0%
$788M
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.
Total AUM$788M
Total Accounts13
10Y AUM Change+$788M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee6:1
10Y Employee Change0 (0.0%)
* 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.