# South Atlantic Capital Management Group, Inc.

> South Atlantic Capital Management Group, Inc. is a state-registered investment advisory firm in Wilmington, NC, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 152413
- Filed as: SOUTH ATLANTIC CAPITAL MANAGEMENT GROUP, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wilmington, NC
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/152413
- AdvisorCensus page: https://advisorcensus.com/firm/south-atlantic-capital-management-group-inc-wilmington-nc-152413

## Quick answers

**How is South Atlantic Capital Management Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), South Atlantic Capital Management Group, Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is South Atlantic Capital Management Group, Inc. located?**
South Atlantic Capital Management Group, Inc.'s principal office is in Wilmington, NC, according to its Form ADV.

**Is South Atlantic Capital Management Group, Inc. registered with the SEC or a state?**
South Atlantic Capital Management Group, Inc. is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 152413.

**How much does South Atlantic Capital Management Group, Inc. manage?**
South Atlantic Capital Management Group, Inc. reports $75,500,000 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does South Atlantic Capital Management Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (47); individuals (other than high net worth individuals) (26); pooled investment vehicles (other than investment companies and business development companies) (7).

**Does South Atlantic Capital Management Group, Inc. report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/152413

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $75,500,000
- Discretionary: $75,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 26 | $5,311,897 |
| High net worth individuals | 47 | $66,392,907 |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $3,467,103 |
| Corporations or other businesses not listed above | 1 | $328,093 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2010 (16 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, VA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/152413

### Websites listed on Form ADV (Item 1.I)
- [southatlanticcap.com](https://southatlanticcap.com)
- LinkedIn @south-atlantic-capital-management-group-inc-

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. South Atlantic Capital Management Group, Inc. (CRD 152413): Form ADV filing data as of October 2026.