# Southern Capital Advisors, LLC

> Southern Capital Advisors, LLC is an SEC-registered investment advisory firm in Jackson, TN, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 22, 2026.

- CRD: 292275
- Filed as: SOUTHERN CAPITAL ADVISORS, LLC
- Also doing business as: FP360
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Jackson, TN
- Filing period: October 2026
- Form ADV filing dated: May 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292275
- AdvisorCensus page: https://advisorcensus.com/firm/southern-capital-advisors-llc-jackson-tn-292275

## Quick answers

**How is Southern Capital Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Southern Capital Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Southern Capital Advisors, LLC located?**
Southern Capital Advisors, LLC's principal office is in Jackson, TN, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Southern Capital Advisors, LLC registered with the SEC or a state?**
Southern Capital Advisors, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292275.

**How much does Southern Capital Advisors, LLC manage?**
Southern Capital Advisors, LLC reports $636,914,932 in regulatory assets under management in its Form ADV filing dated May 22, 2026 (100% discretionary).

**How have Southern Capital Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Southern Capital Advisors, LLC: Regulatory assets under management: $270,432,401 in the October 2021 data and $636,914,932 in the October 2026 data, up 136%. Total employees: 3 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Southern Capital Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (653); high net worth individuals (159); charitable organizations (2).

**Which custodians does Southern Capital Advisors, LLC use?**
Southern Capital Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Southern 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/292275

**Does Southern Capital Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated April 6, 2026 says: "As a condition for starting and maintaining an investment advisory relationship, SCA generally imposes a minimum portfolio size of $50,000." "The Firm, at its sole discretion, may accept clients with smaller portfolios based upon certain criteria, such as anticipated future earning/investing capacity, anticipated future assets, assets to be managed and the complexity of that management."

**What changed in Southern Capital Advisors, LLC's recent Form ADV filings?**
In the June 2026 filing data: Employees performing advisory functions went from 5 to 6.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

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

- Account minimum: $50,000 (the brochure says it may be waived or negotiated)

> As a condition for starting and maintaining an investment advisory relationship, SCA generally imposes a minimum portfolio size of $50,000.

> The Firm, at its sole discretion, may accept clients with smaller portfolios based upon certain criteria, such as anticipated future earning/investing capacity, anticipated future assets, assets to be managed and the complexity of that management.

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

### Custodians (Schedule D, Section 5.K(3))
- 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: $636,914,932
- Discretionary: $635,998,958
- Non-discretionary: $915,974

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 653 | $214,171,190 |
| High net worth individuals | 159 | $414,291,035 |
| 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) | 1 | $4,343,502 |
| Charitable organizations | 2 | $1,646,741 |
| 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 | 2 | $2,462,464 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AR, GA, KY, LA, MS, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Henderson, TN

### Websites listed on Form ADV (Item 1.I)
- southernadvisor.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $270,432,401 | 3 | January 20, 2021 |
| October 2022 | $372,604,117 | 4 | February 4, 2022 |
| October 2023 | $332,568,750 | 5 | February 8, 2023 |
| October 2024 | $414,450,101 | 6 | February 9, 2024 |
| October 2025 | $514,939,668 | 5 | June 4, 2025 |
| October 2026 | $636,914,932 | 6 | May 22, 2026 |

Regulatory assets under management: $270,432,401 in the October 2021 data and $636,914,932 in the October 2026 data, up 136%.
Total employees: 3 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- Employees performing advisory functions went from 5 to 6.

### March 2026
- Regulatory assets under management went from $514,939,668 to $636,914,932 (+24%).

### February 2026
- Added an office in Henderson, TN.

### December 2025
- Registered or notice-filed in GA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Southern Capital Advisors, LLC (CRD 292275): Form ADV filing data as of October 2026.