A complete list of active advisors currently associated with Southern Financial Group, LLC
Warmer can help you find a great advisor at Southern Financial Group, LLC or one who fits your needs even better.
Southern Financial Group serves individuals, high‑net‑worth individuals, corporations and other businesses with discretionary portfolio management, financial planning, consulting, income tax preparation and estate settlement services. The firm reports approximately $1.05 billion in discretionary assets under management across roughly 1,140 client relationships. The firm emphasizes individualized investment plans and asset allocation, implementing strategies through discretionary management across a broad set of instruments (exchange‑listed securities, mutual funds, fixed income and foreign securities) with periodic rebalancing and annual reviews. Advisory fees are charged as a percentage of assets and billed quarterly, and the firm uses custodian platform services (including Fidelity and National Financial Services via Osaic) that provide execution, reporting and research resources. What is distinctive is the firm’s scale relative to staff: three listed investment advisors oversee an unusually large client roster and AUM per advisor compared with typical team firms. The brochure also discloses multiple industry affiliations and potential conflicts (registered representative and insurance activities through Osaic, minority interests in National Advisors entities) and references third‑party ratings and external information sources in its public materials.
To learn more about the advisors currently working at Southern Financial Group, 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 |
|---|---|---|
Birmingham, AL
| 32
| |
Birmingham, AL
| 2
| |
Birmingham, AL
| 32
|
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