A complete list of active advisors currently associated with Southern Capital Partners, LLC
Warmer can help you find a great advisor at Southern Capital Partners, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Southern Capital Partners, 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.
Name |
Location |
Years of experience |
|---|---|---|
Franklin, TN
| 5
|
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