Southern Capital Services, Inc.

EST. AUM
$192,480,551

CONTACTS
3

CLIENT ACCOUNTS
700

Firm Details

Metro area Montgomery
CRD Number 105582
Website southerncapitalservices.com
Client types

Overview

Southern Capital Services, Inc. is a fee-only, independent registered investment adviser based in Daphne, Alabama, founded in 1982 and serving clients across nine states with a team of six advisors managing approximately $174 million in assets . They offer personalized wealth management, retirement planning, 401(k) analysis, and college‑savings strategies, emphasizing fiduciary responsibility, low transaction costs, and annual portfolio reviews . Their advisors help clients build diversified portfolios that may include 401(k)s, IRAs, 529 plans, annuities, mutual funds, CDs, U.S. Treasuries, group retirement and savings plans, life and long‑term care insurance, and health benefits . Southern Capital's approach centers on educational guidance, fiduciary accountability, and ongoing financial coaching to support clients pursuing retirement and other long‑term goals .

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Southern Capital Services, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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