A complete list of active advisors currently associated with Southern Capital Management Corporation

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

Southern Capital Management serves individual clients, including retirement accounts, Roth IRAs, trusts, and private accounts, offering retirement income planning and wealth-management advice. The firm provides performance analysis and asset-allocation reports on a weekly, monthly, or quarterly basis by internet or mail upon client request. The firm’s investment approach blends top‑down macroeconomic analysis with fundamental equity screening—reviewing roughly 100 industry groups and 1,000 companies on a quarterly cycle—and favors a “growth at a reasonable price” philosophy with individual securities intended to be held for a full market cycle. Technical analysis is used to time entry and exit points, asset-allocation models are reviewed quarterly, and advice is delivered via telephone and email following an extensive client interview. Southern Capital is notable for operating strictly on a non‑discretionary basis and for not holding or transmitting client securities, leaving final trade decisions to clients—a practice that is uncommon among peers. The firm also issues regular written market commentary and printable/pdf reports with charts, executes trades in listed securities through Altruist Financial LLC, and does not engage in options, derivatives, futures, or insurance products.

To learn more about the advisors currently working at Southern Capital Management Corporation, 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.