South Shore Capital Advisors, LLC
● SEC registered since 2015CRD 142915SEC# 801-96332Boston, MA
Reg. AUM
$272.8M
Employees
3
Accounts
250
Location
Boston, MA
South Shore Capital Advisors, LLC assets under management
South Shore Capital Advisors, LLC is a registered investment adviser overseen by the SEC based in Boston, MA. The firm has been registered since 2015. It reports $272.8 million in regulatory assets under management and employs 3 people.
South Shore Capital Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Caitlin Staunton Appleton | Principal | Under 5% | 2025 |
| Taylor Goodwin Thomas Control | Principal/Chief Compliance Officer | Over 75% | 2006 |
Frequently asked questions
How much does South Shore Capital Advisors, LLC manage?
South Shore Capital Advisors, LLC reports $272.8 million in regulatory assets under management on its Form ADV.
How many employees does South Shore Capital Advisors, LLC have?
South Shore Capital Advisors, LLC reports 3 employees.
Where is South Shore Capital Advisors, LLC located?
South Shore Capital Advisors, LLC is based in Boston, MA and has been SEC-registered since 2015.
Does South Shore Capital Advisors, LLC disclose fund performance?
South Shore Capital Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 100 Franklin Street, Suite 403, Boston, MA 02110 |
| Phone | 781-740-9310 |
| Fax | 781-735-0486 |
| Office hours | By Appointment Only |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$272.8M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$272.8Mregulatory AUM
Discretionary $183.2MNon-discretionary $89.6M