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SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC
CRD 165306 · SEC 801-77650
520 GERVAIS STREET, COLUMBIA, SC, 29201, United States
Phone
803-231-3492
Fax
803-540-3944
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.96B
Discretionary AUM
$4.40B
Team
38 total employees; 27 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 346 | $172.1M |
| High net worth individuals | 219 | $666.6M |
| Pension/profit sharing plans | 91 | $572.1M |
| Charitable organizations | 33 | $159.1M |
| Corporations/business entities | 23 | $59.3M |
States served
AL, AZ, CA, CO, GA, ID, IL, LA, MD, MT, NE, NJ, NM, NY, NC, SC, VA, WI, WY, WA, TX, HI, FL
All web addresses on file
- https://www.linkedin.com/company/private-capital-managment-denver-colorado
- https://www.southstatebank.com/
- https://www.pcm-inc.com/
- https://www.minisandcompany.com/
- https://www.linkedin.com/company/south-state-bank
- https://www.southstate401k.com
- https://www.southstatebank.com/wealth/our-strategies/asset-management
Official SEC filing: View on IAPD