Fayetteville, TN Office

Southern Capital Services is a team advisory firm that manages roughly $192 million in client assets across five advisers and serves individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm’s stated service set focuses on ongoing investment supervisory services and discretionary portfolio management, using written Investment Policy Statements, and it does not participate in wrap fee programs.

The firm combines fundamental and technical analysis and implements a range of strategies, including long‑term investing, shorter‑term trading, and covered options writing, with client risk tolerance documented in each IPS. Accounts are primarily managed on a discretionary basis and are subject to regular monitoring and at least monthly reviews by the advisory team.

Distinctive features disclosed in the ADV include the firm’s use of paid lead‑generation and endorsement channels (noting subscriptions to services such as Dave Ramsey and SmartAsset) and an arrangement to share advisory compensation with unaffiliated financial institutions for use of premises and administrative support. While several staff hold CFP® and other professional designations, the brochure does not list a standalone financial planning service as part of the firm’s core offerings.