Southern Capital Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individual and high-net-worth clients, offering discretionary and non-discretionary asset management alongside financial planning and consultative services. As a solo independent adviser, it typically charges asset-based advisory fees and provides ongoing portfolio management and tailored planning engagements.
The firm’s investment approach is built around client-specific goals, time horizons and risk tolerances and may employ fundamental, technical, charting and cyclical analysis; portfolios can include long- and short-term positions and, when appropriate, models managed by third‑party sub‑advisors. The adviser may accept discretionary trading authority, conducts periodic (at least quarterly) account reviews, allows clients to impose written investment restrictions, and uses a digital custodian relationship to implement trades.
Notable for an independent advisory firm, the principal maintains an affiliated insurance business and will offer insurance products for which he receives typical commission compensation; the brochure discloses this conflict and the firm’s procedures to mitigate it. The firm is newly established (founded in 2025), reported no client assets at the last filing, and the principal’s background combines prior industry experience with licensed insurance activity and nonfinancial experience outside of the advisory industry.
Client services
Expertise
Fee options
Financial plans offered based on flat fees between $500 and $50,000.
$0 - $250,000: 1.50% $250,001 - $500,000: 1.35% $500,001 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.10% $2,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $20,000,000: 0.65% $20,000,001+: 0.50%
Investment Advisor Representatives receive external compensation (commissions) from sales of investment-related products such as insurance.
$500 per hour for financial consulting services.
Fee-only: Hourly fees of $500 per hour for financial consulting services; Fixed fees for full financial plans ranging from $500 to $50,000.
Main office
Franklin TN
Advisors at this office
1
Most active in
Colorado · Tennessee · Texas
Also doing business as
Multiply Private Wealth, LLC · Southern Capital Partners, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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