Southern Capital Advisors, LLC
● SEC registered since 2018CRD 292275SEC# 801-112593Jackson, TN
Reg. AUM
$636.9M
Employees
6
Accounts
2,147
Location
Jackson, TN
Southern Capital Advisors, LLC assets under management
Southern Capital Advisors, LLC is a registered investment adviser overseen by the SEC based in Jackson, TN. The firm has been registered since 2018. It reports $636.9 million in regulatory assets under management and employs 6 people.
Southern Capital Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Lee Johnson Control | Managing Member | Over 75% | 2017 |
| Jason B Lockridge Control | Member & Chief Compliance Officer | 10-25% | 2017 |
Frequently asked questions
How much does Southern Capital Advisors, LLC manage?
Southern Capital Advisors, LLC reports $636.9 million in regulatory assets under management on its Form ADV.
How many employees does Southern Capital Advisors, LLC have?
Southern Capital Advisors, LLC reports 6 employees.
Where is Southern Capital Advisors, LLC located?
Southern Capital Advisors, LLC is based in Jackson, TN and has been SEC-registered since 2018.
Does Southern Capital Advisors, LLC disclose fund performance?
Southern 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 | 3801 North Highland Avenue, Jackson, TN 38305 |
| Phone | 731-265-6812 |
| Fax | 731-265-6819 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$636.9M▲ 24%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$636.9Mregulatory AUM
Discretionary $636MNon-discretionary $916K