Southern Capital Advisors, LLC

Jason Lockridge is a CFP® with 19 years of experience in the financial services industry. He is currently a financial advisor and chief compliance and operating officer at Southern Capital Advisors, LLC, where he has worked since 2018. Prior to this, he held positions at Mutual Securities, Bank of America, and Merrill Lynch. Outside of his advisory work, Lockridge serves on the board of directors for Chester County Dixie Youth, a nonprofit youth baseball and softball league. Southern Capital Advisors, LLC provides investment advisory services to individuals, including high-net-worth clients, as well as pension, trust, and institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using a tailored investment approach that incorporates fundamental, technical, quantitative, and behavioral analysis.

Charles Johnson is a CFP® professional with 23 years of industry experience, currently serving at Southern Capital Advisors, LLC since 2018. His prior experience includes roles at Bank of America, N.A. and Merrill. He also teaches finance and accounting courses as an adjunct instructor at Freed-Hardeman University. Southern Capital Advisors, LLC provides investment advisory services to individuals, including high-net-worth clients, as well as pension, trust, and institutional clients. The firm offers discretionary portfolio management and financial planning, constructing tailored Investment Policy Statements and employing a range of analytical approaches with an emphasis on equities, mutual funds, ETFs, and fixed income.

Jake Martin is a financial advisor at Southern Capital Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has been with Southern Capital Advisors since 2022. In addition to his advisory role, he performs accounting and tax work for Southern Capital Consulting. Southern Capital Advisors, LLC provides investment advisory services primarily to individuals, including high-net-worth clients, as well as pension, trust, and institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, using a combination of fundamental, technical, quantitative, and behavioral analysis to tailor portfolios aligned with client risk tolerance.

Alexia Hearn is a CFP® professional at Southern Capital Advisors, LLC with one year of industry experience. Prior to joining Southern Capital Advisors, she worked at Presti & Naegele LLC and held positions at American Income Life Insurance Company and the Tennessee Department of Revenue. She has a background that includes academic and teaching roles, having been affiliated with Freed-Hardeman University and Harpeth High School. Southern Capital Advisors is an SEC-registered advisory firm that manages approximately $637 million for around 812 clients, including individuals, pension and employee benefit plans, trusts, estates, and business entities. The firm employs a combination of fundamental, technical, quantitative, and behavioral analysis to manage portfolios, primarily focusing on long-term strategies and maintaining internal management of client assets.

Ethan Mayberry is a CFP® professional with nine years of industry experience, currently serving as an advisor at Southern Capital Advisors, LLC. He has worked at Southern Capital Advisors since 2018 and has additional experience with Bank of America and Merrill since 2017. Mayberry also spent four years associated with Freed-Hardeman University. Southern Capital Advisors operates as a five-advisor team managing approximately $637 million for individuals, pension and employee benefit plans, trusts, estates, and business entities. The firm uses a documented Investment Policy Statement to guide discretionary portfolio management and employs a mix of fundamental, technical, quantitative, and behavioral analyses, typically favoring long-term strategies while also utilizing various investment instruments.

Bennie Coffman is a financial advisor at Southern Capital Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Southern Capital Advisors since 2021. Prior to his advisory career, he was involved with Coffman's, Inc. for over three decades. Southern Capital Advisors provides investment advisory services primarily to individuals, including high-net-worth clients, as well as pension, trust, and institutional clients. The firm offers discretionary portfolio management, financial planning, and retirement plan consulting, utilizing a tailored investment approach supported by an affiliated tax and accounting practice.