{
  "crd_number": 154481,
  "slug": "southland-equity-partners-llc-charlottesville-va-154481",
  "primary_business_name": "SOUTHLAND EQUITY PARTNERS, LLC.",
  "legal_name": "SOUTHLAND EQUITY PARTNERS, LLC.",
  "dbas": [
    "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"
  ],
  "city": "Charlottesville",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "16820",
  "metro": {
    "cbsa_code": "16820",
    "common_name": "Charlottesville",
    "msa_name": "Charlottesville, VA",
    "path": "/advisors/va/charlottesville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2010-11-17",
  "years_registered": 15,
  "period": "2026-10-01",
  "filing_date": "2026-07-14",
  "carried_forward": false,
  "raum_total": 891474518.0,
  "raum_discretionary": 891474518.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 22,
  "advisory_employees": 21,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 675915526.0,
      "count": 1731
    },
    "high_net_worth_individuals": {
      "raum": 215558992.0,
      "count": 35
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "HI",
    "KY",
    "LA",
    "MO",
    "NC",
    "NY",
    "OH",
    "TN",
    "TX",
    "VA",
    "WV"
  ],
  "websites": [
    "https://crosbyca.com",
    "https://fairwindswealth.com",
    "https://grpwealthstrategies.com",
    "https://kyretirepros.com",
    "https://leshnakwealth.com",
    "https://longfinancialservices.com",
    "https://portico-financial.com",
    "https://southlandep.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154481",
  "city_as_filed": "CHARLOTTESVILLE",
  "url": "https://advisorcensus.com/firm/southland-equity-partners-llc-charlottesville-va-154481",
  "display_name": "Southland Equity Partners, LLC.",
  "summary": "Southland Equity Partners, LLC. is an SEC-registered investment advisory firm in Charlottesville, VA, registered since 2010, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 14, 2026.",
  "citation": "AdvisorCensus. Southland Equity Partners, LLC. (CRD 154481): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Southland Equity Partners, LLC. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Southland Equity Partners, LLC. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Southland Equity Partners, LLC. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Hourly rate: $50 to $300 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Southland Equity Partners, LLC. located?",
      "a": "Southland Equity Partners, LLC.'s principal office is in Charlottesville, VA, according to its Form ADV; the August 2026 filing also lists 11 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Southland Equity Partners, LLC. registered with the SEC or a state?",
      "a": "Southland Equity Partners, LLC. is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 154481."
    },
    {
      "q": "How much does Southland Equity Partners, LLC. manage?",
      "a": "Southland Equity Partners, LLC. reports $891,474,518 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (100% discretionary)."
    },
    {
      "q": "How have Southland Equity Partners, LLC.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Southland Equity Partners, LLC.: 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. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Southland Equity Partners, LLC. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,731); high net worth individuals (35)."
    },
    {
      "q": "Does Southland Equity Partners, LLC. report any disciplinary disclosures?",
      "a": "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/154481"
    },
    {
      "q": "Does Southland Equity Partners, LLC. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"As a condition for starting and maintaining an advisory relationship, we generally require a minimum portfolio size of $50,000.\""
    },
    {
      "q": "What changed in Southland Equity Partners, LLC.'s recent Form ADV filings?",
      "a": "In the August 2026 filing data: 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."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 394802959.0,
      "total_employees": 22,
      "filing_date": "2021-09-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 560501719.0,
      "total_employees": 22,
      "filing_date": "2022-03-29"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 505105176.0,
      "total_employees": 21,
      "filing_date": "2023-08-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 636443384.0,
      "total_employees": 22,
      "filing_date": "2024-04-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 785307417.0,
      "total_employees": 22,
      "filing_date": "2025-03-27"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 891474518.0,
      "total_employees": 22,
      "filing_date": "2026-07-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in GA, ID, TN, WI."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in LA, TX."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$50,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $50 to $300 an hour (financial planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $50,000"
        ],
        "quotes": [
          "As a condition for starting and maintaining an advisory relationship, we generally require a minimum portfolio size of $50,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $50 to $300 an hour (financial planning services)"
        ],
        "quotes": [
          "These fees may Range from: $50 - $300 per hour"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 50000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 50.0,
          "max": 300.0,
          "period": "hour",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "As a condition for starting and maintaining an advisory relationship, we generally require a minimum portfolio size of $50,000.",
      "These fees may Range from: $50 - $300 per hour"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/southland-equity-partners-llc-charlottesville-va-154481.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1731,
      "fewer_than_5": false,
      "raum": 675915526.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 35,
      "fewer_than_5": false,
      "raum": 215558992.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/154481",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}