# Southern Equity Advisors LLC

> Southern Equity Advisors LLC is an SEC-registered investment advisory firm in St. Thomas, VI, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 330821
- Filed as: SOUTHERN EQUITY ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: St. Thomas, VI
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/330821
- AdvisorCensus page: https://advisorcensus.com/firm/southern-equity-advisors-llc-st-thomas-vi-330821

## Quick answers

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

**Where is Southern Equity Advisors LLC located?**
Southern Equity Advisors LLC's principal office is in St. Thomas, VI, according to its Form ADV.

**Is Southern Equity Advisors LLC registered with the SEC or a state?**
Southern Equity Advisors LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330821.

**How much does Southern Equity Advisors LLC manage?**
Southern Equity Advisors LLC reports $788,115,434 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**How have Southern Equity Advisors LLC's assets and staff changed since 2024?**
In the Form ADV data for Southern Equity Advisors LLC: Regulatory assets under management: $389,185,862 in the October 2024 data and $788,115,434 in the October 2026 data, up 103%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Southern Equity Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7); high net worth individuals (3); corporations or other businesses not listed above (1).

**Does Southern Equity 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/330821

**What changed in Southern Equity Advisors LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $633,442,621 to $788,115,434 (+24%).

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $788,115,434
- Discretionary: $788,115,434
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 3 | $366,297,720 |
| Pooled investment vehicles (other than investment companies and business development companies) | 7 | $212,677,714 |
| Corporations or other businesses not listed above | 1 | $30,140,000 |
| Other | 1 | $179,000,000 |

### 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: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- southernequity.com
- LinkedIn @southernequity
- X @southernequity

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $389,185,862 | 2 | September 4, 2024 |
| October 2025 | $548,442,621 | 2 | May 12, 2025 |
| October 2026 | $788,115,434 | 2 | March 20, 2026 |

Regulatory assets under management: $389,185,862 in the October 2024 data and $788,115,434 in the October 2026 data, up 103%.
Total employees: 2 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $633,442,621 to $788,115,434 (+24%).

### January 2026
- Regulatory assets under management went from $548,442,621 to $633,442,621 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Southern Equity Advisors LLC (CRD 330821): Form ADV filing data as of October 2026.