South Shore Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
South Shore Capital Advisors serves individuals, high‑net‑worth clients, trusts, and businesses, managing roughly $273 million across discretionary and non‑discretionary accounts for about 96 clients with three advisors. The firm provides discretionary portfolio management and integrated financial planning (no separate planning fee), constructing customized portfolios of stocks, bonds, mutual funds and, occasionally, options.
Investment decisions are driven by fundamental security analysis and a preference for globally diversified portfolios, with client risk profiles established through in‑depth discussions and regular reviews; the firm generally pursues a buy‑and‑hold approach rather than frequent trading. For clients who request ESG integration, South Shore uses a formal ESG Risk/Reward Goals Questionnaire framed by the UN Sustainable Development Goals and applies third‑party assessments such as the MSCI rating system and Sustainalytics in its security selection process.
Compared with similarly sized supported advisory firms, South Shore is notable for its explicit, documented use of third‑party ESG metrics and a questionnaire‑driven ESG process, which the brochure describes in detail. The firm also operates as a small three‑advisor team with a $500,000 minimum to establish a relationship, and it recommends custodians that include Charles Schwab, Fidelity and the Swiss bank Bordier & Cie.
Client services
Expertise
Fee options
$100,000 - $500,000: 2% $500,000 - $1,000,000: 1% $1,000,000 - $3,000,000: 0.85% $3,000,000 - $5,000,000: 0.75% $5,000,000+: Negotiable
Account minimum: $500,000 Fee-only: Fees based on assets under management only; no commissions
Main office
100 Franklin Street, Suite 403
Boston MA 02110
Advisors at this office
3
Most active in
California · Connecticut · Florida · Massachusetts · New Hampshire · New York · Texas
Also doing business as
South Shore Capital Advisors, LLC · South Shore Structured Products, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Caitlin A
Series 66, Series 65
Boston, MA
South Shore Capital Advisors, LLC
Caitlin Appleton is a financial advisor with South Shore Capital Advisors, LLC in Boston, MA. She holds Series 65 and Series 66 designations and has 11 years of industry experience, including eight years at South Shore Capital Advisors. South Shore Capital Advisors serves individuals, high-net-worth clients, trusts, and businesses, managing approximately $273 million across discretionary and non-discretionary accounts. The firm emphasizes fundamental security analysis and globally diversified portfolios, offering integrated financial planning without a separate planning fee and incorporates a formal ESG evaluation process for clients who request it.
Taylor T
Series 63, Series 65
Boston, MA
South Shore Capital Advisors, LLC
Taylor Thomas is a financial advisor with South Shore Capital Advisors, LLC in Boston, MA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with South Shore Capital Advisors since 2006. South Shore Capital Advisors serves individuals, high-net-worth clients, trusts, and businesses, managing approximately $273 million across discretionary and non-discretionary accounts. The firm employs fundamental security analysis and a buy-and-hold investment approach, incorporating customized portfolios and ESG integration through third-party metrics and a structured questionnaire process.
Lowell T
CFA®, Series 63
Boston, MA
South Shore Capital Advisors, LLC
Lowell Thomas III is a CFA® charterholder with 17 years of industry experience. He has been with South Shore Capital Advisors, LLC since 2008. The firm serves individuals, high-net-worth clients, trusts, corporations, and other businesses through customized separate account management and financial planning without a separate planning fee. South Shore Capital Advisors employs fundamental analysis and a buy-and-hold investment approach, integrating ESG factors for clients who request it and managing approximately $217 million in assets as of December 31, 2024.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")