Southstate Private Capital Management LLC

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Total assets under management

$1,537,495,942

Total clients

814

60% high-net worth

Total advisors

of 33 employees

Firm size

Multi Team

Average clients per advisor

Average account size

$1,888,816

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Main office location

Southstate Private Capital Management LLC

200 Fillmore Street, Ste 200

Denver CO 80206, United States

Number of offices

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 303-370-0055

Advisors at this firm

Jennifer T

CFP®, ChFC®, Series 63

Hilton Head Island, SC

Southstate Private Capital Management LLC

Peter K

CFP®, CFA®, Series 63

Columbia, SC

Southstate Private Capital Management LLC

Samuel O

CFP®, Series 66

Dallas, TX

Southstate Private Capital Management LLC

Christopher F

CFP®, Series 63, Series 66

Columbia, SC

Southstate Private Capital Management LLC

Joseph K

Series 65

Birmingham, AL

Southstate Private Capital Management LLC

Ethan E

Series 65

Columbia, SC

Southstate Private Capital Management LLC

Shawn H

CFP®, Series 66

Columbia, SC

Southstate Private Capital Management LLC

Sara J

Series 66

Richmond, VA

Southstate Private Capital Management LLC

Joshua F

CFP®, Series 66

Columbia, SC

Southstate Private Capital Management LLC

Darrell L

CFP®, ChFC®, Series 63, Series 66

Columbia, SC

Southstate Private Capital Management LLC

Robert F

CFA®, Series 63, Series 65, Series 66

Richmond, VA

Southstate Private Capital Management LLC

William B

CFP®

Daniel Island, SC

Southstate Private Capital Management LLC

Robin R

Series 63, Series 65

Appling, GA

Southstate Private Capital Management LLC

Matthew D

Series 65

Greenville, SC

Southstate Private Capital Management LLC

Brian B

CFP®, Series 63

Greenville, SC

Southstate Private Capital Management LLC

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