Southcol Advisors, LLC
● SEC registered since 2020CRD 308154SEC# 801-118783Naples, FL
Reg. AUM
$208.7M
Employees
4
Accounts
37
Location
Naples, FL
Southcol Advisors, LLC assets under management
Southcol Advisors, LLC operates as an SEC-registered investment adviser based in Naples, FL. The firm has been registered since 2020. It reports $208.7 million in regulatory assets under management and employs 4 people.
Southcol Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James Winfield Lumberg Control | Founder And Principal | Over 75% | 2020 |
| Victoria Lynn Delucia Control | Chief Compliance Officer | Under 5% | 2020 |
Frequently asked questions
How much does Southcol Advisors, LLC manage?
Southcol Advisors, LLC reports $208.7 million in regulatory assets under management on its Form ADV.
How many employees does Southcol Advisors, LLC have?
Southcol Advisors, LLC reports 4 employees.
Where is Southcol Advisors, LLC located?
Southcol Advisors, LLC is based in Naples, FL and has been SEC-registered since 2020.
Does Southcol Advisors, LLC disclose fund performance?
Southcol Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 15910 Old 41 North, Suite 220, Naples, FL 34110 |
| Phone | 239-228-8747 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$208.7M▲ 26%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$208.7Mregulatory AUM
Discretionary $208.7M