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SOUTHCOL ADVISORS

SOUTHCOL ADVISORS, LLC

CRD 308154 · SEC 801-118783

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15910 OLD 41 NORTH, SUITE 220, NAPLES, FL, 34110, United States

Phone

239-228-8747

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$208.7M

Discretionary AUM

$208.7M

Team

4 total employees; 3 advisory reps

Clients

0

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-02-23

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
High net worth individuals4$39.2M
Charitable organizations4$169.4M

States served

IL, FL

All web addresses on file

Official SEC filing: View on IAPD