Grover Beach, CA Office

Southland Equity Partners advises individuals (including high‑net‑worth clients), pension/profit‑sharing plans, and businesses, providing financial planning, direct asset management, selection of unaffiliated portfolio managers, and retirement plan consulting. As of December 31, 2025 the firm reported $891,474,518 in discretionary assets under management across 2,754 advisor‑managed accounts.

The firm combines fundamental and technical analysis to build customized portfolios implemented on discretionary or non‑discretionary mandates, with model portfolios, options, margin and periodic rebalancing used as appropriate; clients may impose reasonable investment restrictions. Southland manages accounts directly on a fee basis and also recommends third‑party managers, conducts at least annual reviews, and offers billing flexibility (including breakpoint or tiered schedules and an option to show administrative/platform fees as a separate debit).

Notable features in the brochure include common ownership with Service First Brokerage, an independent insurance marketing agency, and that many advisory representatives are registered through Osaic Wealth and may receive insurance or transaction‑based compensation, which the firm discloses as a potential conflict of interest. The firm also requires written ERISA acceptance before servicing plan assets, uses Pershing and Fidelity institutional custody programs for execution and back‑office services, and does not accept proxy voting for client securities.