About Southern Capital Management Corporation
Southern Capital Management Corporation is a leading financial management company that has been providing expert financial advice to clients for over a decade. With a team of highly experienced advisors, Southern Capital Management Corporation aims to help clients achieve their financial goals and secure their financial future.
How the Advisor Helps Clients – Key Takeaways:
The financial experts at Southern Capital Management Corporation assist clients in managing their assets and making sound investment decisions. Some key takeaways to highlight their expertise include:
- Creating personalized financial plans based on individual client needs and goals
- Developing a diversified investment portfolio
- Continuously monitoring and adjusting investments to maximize returns
- Providing ongoing financial education and guidance
Facts and Insights
With a strong track record in the financial industry, Southern Capital Management Corporation has a wealth of knowledge and insights to offer clients. Here are some interesting facts about the company:
- Serving clients for over 10 years
- Managing over $500 million in assets (as of 2019)
- Employing a team of 15 experienced and qualified financial advisors
- Offering a full range of financial services to meet diverse client needs
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2015 | $250 | 10 |
| 2016 | $300 | 12 |
| 2017 | $350 | 13 |
| 2018 | $400 | 15 |
| 2019 | $500 | 15 |
Financial Services Offered
Southern Capital Management Corporation offers a comprehensive range of financial services to meet the diverse needs of its clients. Some of the services include:
- Investment Management
- Estate Planning
- Retirement Planning
- Tax Planning
- Education Planning
- Insurance Services
- Wealth Management
Client Types
The team at Southern Capital Management Corporation works with a wide range of clients including:
- Individuals
- Families
- Business Owners
- Retirees
- High Net Worth Individuals
- Corporate Executives
Fees & Compensation
Southern Capital Management Corporation operates on a fee-based compensation model, which means their fees are based on a percentage of assets under management. This aligns their interests with those of their clients, ensuring they work towards maximizing returns.
Background
Southern Capital Management Corporation was founded in 2008 by John Smith, a highly experienced financial advisor with over 20 years of experience in the industry. Over the years, the company has built a strong reputation for providing top-quality financial advice and services to clients.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest when working with a financial advisor. At Southern Capital Management Corporation, transparency and ethical conduct are of utmost importance, and they make the following disclosures to clients:
- Advisors may receive commissions for certain investment products
- Advisors may have partnerships with certain investment companies</li