# Southern Incomes, LLC

> Southern Incomes, LLC is a state-registered investment advisory firm, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 125278
- Filed as: SOUTHERN INCOMES, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Georgia
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/125278
- AdvisorCensus page: https://advisorcensus.com/firm/southern-incomes-llc-125278

## Quick answers

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

**Is Southern Incomes, LLC registered with the SEC or a state?**
Southern Incomes, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 125278.

**How much does Southern Incomes, LLC manage?**
Southern Incomes, LLC reports $48,922,162 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary).

**What types of clients does Southern Incomes, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (39); high net worth individuals (19).

**Does Southern Incomes, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/125278

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $48,922,162
- Discretionary: $48,922,162
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $7,414,484 |
| High net worth individuals | 19 | $41,507,678 |

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

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- soincomes.com
- Facebook facebook.com
- Instagram @southern.incomes
- LinkedIn @southern-incomes
- X @southernincomes
- YouTube @southern_incomes

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Southern Incomes, LLC (CRD 125278): Form ADV filing data as of October 2026.