A complete list of active advisors currently associated with Southern Capital Advisors, LLC

Warmer can help you find a great advisor at Southern Capital Advisors, LLC or one who fits your needs even better.

Southern Capital Advisors d/b/a FP360 is an SEC-registered advisory firm organized as a five-advisor team managing roughly $637 million for about 812 clients. The firm serves individuals (including high-net-worth clients), pension and employee benefit plans, trusts, estates, and business entities, offering discretionary portfolio management, standalone financial planning and consulting, and pension/benefit plan consulting. The firm documents client goals, risk tolerance, liquidity and time horizon in an Investment Policy Statement and typically manages accounts on a discretionary basis. It applies a mix of fundamental, technical, quantitative and behavioral analysis, generally favors long-term strategies but will employ short-term trading, options, margin and, in rare cases, short sales, and primarily implements portfolios using equities, mutual funds, ETFs, fixed income, REITs and select non-U.S. securities. Two features that distinguish the firm from many peers are its affiliation with a tax and accounting practice (SIGMA CPAs / Business Advisors) and its role as sponsor and portfolio manager of a wrap-fee program, both of which the firm discloses as potential sources of conflicts and describes governance around. The firm also typically manages client assets internally rather than relying on third‑party managers, uses a single preferred custodian platform that provides research and platform services, and maintains documented policies on proxy voting, personal trading and code of ethics to address potential conflicts.

To learn more about the advisors currently working at Southern Capital Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.