# South Shore Capital Advisors, LLC

> South Shore Capital Advisors, LLC is an SEC-registered investment advisory firm in Boston, MA, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 6, 2026.

- CRD: 142915
- Filed as: SOUTH SHORE CAPITAL ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: March 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/142915
- AdvisorCensus page: https://advisorcensus.com/firm/south-shore-capital-advisors-llc-boston-ma-142915

## Quick answers

**How is South Shore Capital Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), South Shore Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is South Shore Capital Advisors, LLC located?**
South Shore Capital Advisors, LLC's principal office is in Boston, MA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is South Shore Capital Advisors, LLC registered with the SEC or a state?**
South Shore Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 142915.

**How much does South Shore Capital Advisors, LLC manage?**
South Shore Capital Advisors, LLC reports $272,789,211 in regulatory assets under management in its Form ADV filing dated March 6, 2026 (67% discretionary).

**How have South Shore Capital Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for South Shore Capital Advisors, LLC: Regulatory assets under management: $223,421,842 in the October 2021 data and $272,789,211 in the October 2026 data, up 22%. Total employees: 4 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does South Shore Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (65); individuals (other than high net worth individuals) (31).

**Which custodians does South Shore Capital Advisors, LLC use?**
South Shore Capital Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bordier & CIE, Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does South Shore Capital Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/142915

**Does South Shore Capital Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 6, 2026 says: "We generally ask that new clients open a minimum account of $500,000 to establish a relationship with us."

**What changed in South Shore Capital Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 2. Regulatory assets under management went from $226,110,084 to $272,789,211 (+21%). Added an office in Cohasset, MA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 6, 2026)

- Account minimum: $500,000

> We generally ask that new clients open a minimum account of $500,000 to establish a relationship with us.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Bordier & CIE
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $272,789,211
- Discretionary: $183,208,364
- Non-discretionary: $89,580,847

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $9,820,553 |
| High net worth individuals | 65 | $255,768,352 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $7,200,306 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, MA, NH, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Cohasset, MA

### Websites listed on Form ADV (Item 1.I)
- [sscainvest.com](https://sscainvest.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $223,421,842 | 4 | March 17, 2021 |
| October 2022 | $192,494,390 | 4 | June 1, 2022 |
| October 2023 | $180,980,216 | 4 | March 16, 2023 |
| October 2024 | $217,384,769 | 3 | March 6, 2024 |
| October 2025 | $226,110,084 | 3 | April 10, 2025 |
| October 2026 | $272,789,211 | 3 | March 6, 2026 |

Regulatory assets under management: $223,421,842 in the October 2021 data and $272,789,211 in the October 2026 data, up 22%.
Total employees: 4 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 2.
- Regulatory assets under management went from $226,110,084 to $272,789,211 (+21%).
- Added an office in Cohasset, MA.

### January 2026
- No longer registered or notice-filed in RI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. South Shore Capital Advisors, LLC (CRD 142915): Form ADV filing data as of October 2026.