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SOUTHERN FINANCIAL GROUP, LLC
CRD 142644 · SEC 801-67489
700 CORPORATE PARKWAY, BIRMINGHAM, AL, 35242, United States
Phone
205.383.1415
Fax
205.383.1416
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.05B
Discretionary AUM
$1.05B
Team
8 total employees; 2 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)CONSULTING, TAX PREPARATION, ESTATE SETTLEMENT SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 788 | $280.1M |
| High net worth individuals | 352 | $768.4M |
| Charitable organizations | 2 | $315K |
| Corporations/business entities | 4 | $1.4M |
States served
AL, GA, LA, MS, NC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD