Firm
Southern Capital Advisors
Jackson, Tennessee
Fee-only
Southern Capital Advisors at a glance
- One of 180 fee-only firms based in Tennessee in the Wellspent graph.
- 6 advisors are listed here; 4 of 6 hold the CFP.
- Its Form ADV reports 6 employees and 812 individual clients, 159 of them high net worth.
- Its average account is about $297,000 (assets it manages divided by its 2,147 accounts).
Fee-only advisors in Tennessee · What fee-only advisors charge in Tennessee
Facts
| Based in | Jackson, Tennessee |
|---|---|
| Website | southernadvisor.com |
| Phone | (731) 265-6812 |
Southern Capital Advisors fees
Southern Capital Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $637 million |
| Individual clients | 653 |
| High-net-worth clients | 159 |
| Accounts managed | 2,147 |
| Employees | 6 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-112593) |
| Financial planning | Offered |
| Form ADV filed | May 22, 2026 |
| SEC record | CRD 292275 |