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STONE ISLAND FINANCIAL PLANNING
SOUTH GEORGIA CAPITAL, LLC
CRD 146765 · SEC 801-69943
900 E. DIEHL ROAD, SUITE 181, NAPERVILLE, IL, 60563, United States
Phone
630-784-2200
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$134.0M
Discretionary AUM
$134.0M
Team
4 total employees; 3 advisory reps; 6 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $25.5M |
| High net worth individuals | 119 | $108.5M |
| Charitable organizations | 1 | $322 |
States served
AZ, IL, NE, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD