A complete list of active advisors currently associated with Southern Capital Partners, LLC

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

The firm provides discretionary and non-discretionary asset management and financial planning and consulting services primarily to individuals and high‑net‑worth individuals. It documents client goals and risk tolerances, allows clients to impose written investment restrictions, and does not require a minimum account size. The firm’s investment approach employs a mix of fundamental, technical, charting and cyclical analysis and can include both long‑term and short‑term strategies, with periodic account reviews designed to address allocation, rebalancing and tax‑loss harvesting opportunities. It may delegate portfolio management to third‑party sub‑advisors while retaining overall responsibility for the client relationship and the authority to hire or terminate those sub‑advisors. A notable feature is the adviser’s affiliation with an insurance business: the principal is a licensed insurance agent who may offer insurance products and receive separate commission compensation; the brochure discloses this potential conflict and describes disclosure and fiduciary measures to mitigate it, and clients are not required to purchase insurance through the firm. The firm is newly formed and currently reports no client assets under management, a fact prospective clients may consider when evaluating experience and operational history.

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