Southland Equity Partners, LLC.

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Account minimum: $50,000

Hourly rate: $50 to $300 an hour (financial planning services)

As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$891,474,518 as of October 2026, filing dated July 14, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Selection of other advisers (including private fund managers)
• Other

Also doing business as

BODWELL FINANCIAL, CEDAR ROW FIDUCIARY LLC, CORNERSTONE WEALTH MANAGEMENT, CROSBY CAPITAL ADVISORS LLC, FAIRWINDS WEALTH MANAGEMENT, GRP WEATH STRATEGIES GROUP, JACKSON & ASSOCIATES WEALTH MANAGEMENT, LESHNAK WEALTH, LONG FINANCIAL SERVICES, PORTICO GROUP, WEALTH STRATEGIES, LLC

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2010 (15 years)

Employees

Total: 22. Performing investment advisory functions: 21.

Wrap fee program participation

No.

Other offices (Schedule D, Section 1.F)

11 other offices, as of the August 2026 filing

Cookeville, TNGrover Beach, CALexington, KYMartinsburg, WVModesto, CANew York, NYNorth Ridgeville, OHWailuku, HIWalnut Creek, CAWest Chester, OHWindsor, CA

States registered or notice-filed

13 states or jurisdictions

CAFLHIKYLAMONCNYOHTNTXVAWV

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $394,802,959 in the October 2021 data and $891,474,518 in the October 2026 data, up 126%.

Total employees: 22 in October 2021 and 22 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. August 2026
   • No longer lists the business name Crosby Capital Advisors.
   • No longer lists the business name Cedar Row Fiduciary.
   • Added the business name Crosby Capital Advisors LLC.
   • Added the business name Cedar Row Fiduciary LLC.
2. April 2026
   • Regulatory assets under management went from $785,307,417 to $891,474,518 (+14%).
   • Added the business name Cedar Row Fiduciary.
   • Added an office in Cookeville, TN.
   • Added an office in Wailuku, HI.
   • No longer lists an office in Kahului, HI.
   • Registered or notice-filed in TN.
3. January 2026
   • No longer registered or notice-filed in GA, ID, TN, WI.
4. December 2025
   • Registered or notice-filed in LA, TX.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.