# Southland Equity Partners, LLC.

> 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.

- CRD: 154481
- Filed as: SOUTHLAND EQUITY PARTNERS, LLC.
- 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)
- Location: Charlottesville, VA
- Filing period: October 2026
- Form ADV filing dated: July 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/154481
- AdvisorCensus page: https://advisorcensus.com/firm/southland-equity-partners-llc-charlottesville-va-154481

## Quick answers

**How is Southland Equity Partners, LLC. compensated?**
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).

**How much does Southland Equity Partners, LLC. charge?**
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.

**Where is Southland Equity Partners, LLC. located?**
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).

**Is Southland Equity Partners, LLC. registered with the SEC or a state?**
Southland Equity Partners, LLC. is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 154481.

**How much does Southland Equity Partners, LLC. manage?**
Southland Equity Partners, LLC. reports $891,474,518 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (100% discretionary).

**How have Southland Equity Partners, LLC.'s assets and staff changed since 2021?**
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.

**What types of clients does Southland Equity Partners, LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,731); high net worth individuals (35).

**Does Southland Equity Partners, 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/154481

**Does Southland Equity Partners, LLC. state an account minimum?**
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."

**What changed in Southland Equity Partners, LLC.'s recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $50,000

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

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

> These fees may Range from: $50 - $300 per hour

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

### Regulatory assets under management (Item 5.F)
- Total: $891,474,518
- Discretionary: $891,474,518
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,731 | $675,915,526 |
| High net worth individuals | 35 | $215,558,992 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2010 (15 years)
- Employees: 22 total, 21 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, HI, KY, LA, MO, NC, NY, OH, TN, TX, VA, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Cookeville, TN
- Grover Beach, CA
- Lexington, KY
- Martinsburg, WV
- Modesto, CA
- New York, NY
- North Ridgeville, OH
- Wailuku, HI
- Walnut Creek, CA
- West Chester, OH
- Windsor, CA

### Websites listed on Form ADV (Item 1.I)
- [crosbyca.com](https://crosbyca.com)
- [fairwindswealth.com](https://fairwindswealth.com)
- [grpwealthstrategies.com](https://grpwealthstrategies.com)
- [kyretirepros.com](https://kyretirepros.com)
- [leshnakwealth.com](https://leshnakwealth.com)
- [longfinancialservices.com](https://longfinancialservices.com)
- [portico-financial.com](https://portico-financial.com)
- [southlandep.com](https://southlandep.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $394,802,959 | 22 | September 9, 2021 |
| October 2022 | $560,501,719 | 22 | March 29, 2022 |
| October 2023 | $505,105,176 | 21 | August 11, 2023 |
| October 2024 | $636,443,384 | 22 | April 1, 2024 |
| October 2025 | $785,307,417 | 22 | March 27, 2025 |
| October 2026 | $891,474,518 | 22 | July 14, 2026 |

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.

## Changes in the filing (last 12 months)

### 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.

### 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.

### January 2026
- No longer registered or notice-filed in GA, ID, TN, WI.

### December 2025
- Registered or notice-filed in LA, TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Southland Equity Partners, LLC. (CRD 154481): Form ADV filing data as of October 2026.