Southstate Advisory, Inc.
CRD 153113SEC# 801-71264Columbia, SC
No longer SEC-registered. Southstate Advisory, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$3.78B
Employees
22
Accounts
441
Location
Columbia, SC
Southstate Advisory, Inc. assets under management
Southstate Advisory, Inc. is an investment advisory firm registered with the SEC based in Columbia, SC. It reports $3.8 billion in regulatory assets under management and employs 22 people.
Southstate Advisory, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Alan Barker Control | Director | Under 5% | 2017 |
| David Murray Kirkpatrick Control | Director | Under 5% | 2020 |
| Raymond Marcus Hrin | Chief Compliance Officer | Under 5% | 2013 |
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Join to unlock · $37/moFrequently asked questions
How much does Southstate Advisory, Inc. manage?
Southstate Advisory, Inc. reports $3.8 billion in regulatory assets under management on its Form ADV.
How many employees does Southstate Advisory, Inc. have?
Southstate Advisory, Inc. reports 22 employees.
Where is Southstate Advisory, Inc. located?
Southstate Advisory, Inc. is based in Columbia, SC.
Does Southstate Advisory, Inc. disclose fund performance?
Southstate Advisory, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 520 Gervais St, Columbia, SC 29201 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$3.78BNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$3.78Bregulatory AUM
Discretionary $3.29BNon-discretionary $497.3M