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SOUTHERN EQUITY ADVISORS LLC
CRD 330821 · SEC 801-130324
5093 DRONNINGEN'S GADE, SUITE 5, ST. THOMAS, VI, 00802, United States
Phone
877-240-9233
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$788.1M
Discretionary AUM
$788.1M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 3 | $366.3M |
| Pooled investment vehicles | 7 | $212.7M |
| Corporations/business entities | 1 | $30.1M |
States served
VI
All web addresses on file
Official SEC filing: View on IAPD