A complete list of active advisors currently associated with Southern Capital Services Inc

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

Southern Capital Services, Inc. provides ongoing investment supervisory services to a broad mix of clients, including individual and high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm documents each client’s goals and risk tolerance in a written Investment Policy Statement and implements portfolios using mutual funds, equities, bonds, ETFs, REITs and insurance products including annuities. The firm’s investment process combines fundamental and technical analysis and uses long‑term and short‑term trading alongside covered options strategies when appropriate, generally operating with discretionary authority and monthly account reviews. Southern Capital Services treats retirement-account advice under a fiduciary standard, prioritizes client transactions over personal trading by representatives, and provides custodial account statements at least monthly. Noteworthy features include a long-established independent practice (in operation since 1982) run by a multi-advisor team managing approximately $192 million in client assets while maintaining no account minimum. The firm also employs paid lead-generation and endorsement channels—citing services such as Dave Ramsey and SmartAsset—and has arrangements to share advisory compensation with unaffiliated financial institutions for use of premises and administrative support, practices that are less common among peer team firms.

To learn more about the advisors currently working at Southern Capital Services Inc, 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.