{
  "crd_number": 165306,
  "slug": "southstate-private-capital-management-llc-columbia-sc-165306",
  "primary_business_name": "SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC",
  "legal_name": "SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC",
  "dbas": [
    "MINIS & COMPANY",
    "PRIVATE CAPITAL MANAGEMENT",
    "SOUTHSTATE ADVISORY",
    "SOUTHSTATE RETIREMENT PLAN SERVICES",
    "SOUTHSTATE WEALTH"
  ],
  "city": "Columbia",
  "state": "SC",
  "country": "United States",
  "cbsa_code": "17900",
  "metro": {
    "cbsa_code": "17900",
    "common_name": "Columbia",
    "msa_name": "Columbia, SC",
    "path": "/advisors/sc/columbia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2013-02-28",
  "years_registered": 13,
  "period": "2026-10-01",
  "filing_date": "2026-07-01",
  "carried_forward": false,
  "raum_total": 4956973083.0,
  "raum_discretionary": 4401894703.0,
  "raum_non_discretionary": 555078380.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 38,
  "advisory_employees": 27,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 159093556.0,
      "count": 33
    },
    "individuals": {
      "raum": 172072217.0,
      "count": 346
    },
    "banking_thrift": {
      "raum": 3267739221.0,
      "count": 0,
      "fewer_than_5": true
    },
    "state_municipal": {
      "raum": 35516587.0,
      "count": 0,
      "fewer_than_5": true
    },
    "insurance_companies": {
      "raum": 22669465.0,
      "count": 0,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 572117874.0,
      "count": 91
    },
    "other_investment_advisers": {
      "raum": 1847445.0,
      "count": 0,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 666577534.0,
      "count": 219
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 59339184.0,
      "count": 23
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "HI",
    "ID",
    "IL",
    "LA",
    "MD",
    "MT",
    "NC",
    "NE",
    "NJ",
    "NM",
    "NY",
    "SC",
    "TX",
    "VA",
    "WA",
    "WI",
    "WY"
  ],
  "websites": [
    "https://linkedin.com/company/private-capital-managment-denver-colorado",
    "https://linkedin.com/company/south-state-bank",
    "https://minisandcompany.com",
    "https://pcm-inc.com",
    "https://southstate401k.com",
    "https://southstatebank.com",
    "https://southstatebank.com/wealth/our-strategies/asset-management"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/165306",
  "city_as_filed": "COLUMBIA",
  "url": "https://advisorcensus.com/firm/southstate-private-capital-management-llc-columbia-sc-165306",
  "display_name": "Southstate Private Capital Management LLC",
  "summary": "Southstate Private Capital Management LLC is an SEC-registered investment advisory firm in Columbia, SC, registered since 2013, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 1, 2026.",
  "citation": "AdvisorCensus. Southstate Private Capital Management LLC (CRD 165306): 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",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Southstate Private Capital Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Southstate Private Capital Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Southstate Private Capital Management LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated July 1, 2026 states: Hourly rate: $75 to $350 an hour (consulting fees). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Southstate Private Capital Management LLC located?",
      "a": "Southstate Private Capital Management LLC's principal office is in Columbia, SC, according to its Form ADV; the August 2026 filing also lists 10 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Southstate Private Capital Management LLC registered with the SEC or a state?",
      "a": "Southstate Private Capital Management LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 165306."
    },
    {
      "q": "How much does Southstate Private Capital Management LLC manage?",
      "a": "Southstate Private Capital Management LLC reports $4,956,973,083 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (89% discretionary)."
    },
    {
      "q": "How have Southstate Private Capital Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Southstate Private Capital Management LLC: Regulatory assets under management: $1,311,872,558 in the October 2021 data and $4,956,973,083 in the October 2026 data, up 278%. Total employees: 19 in October 2021 and 38 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Southstate Private Capital Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (346); high net worth individuals (219); pension and profit sharing plans (but not the plan participants or government pension plans) (91)."
    },
    {
      "q": "Which custodians does Southstate Private Capital Management LLC use?",
      "a": "Southstate Private Capital Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Southstate Bank (affiliated with the firm) as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Southstate Private Capital Management 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/165306"
    },
    {
      "q": "What changed in Southstate Private Capital Management LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Changed its office addresses in Denver, CO."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1311872558.0,
      "total_employees": 19,
      "filing_date": "2021-09-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1488415802.0,
      "total_employees": 26,
      "filing_date": "2022-09-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1500563148.0,
      "total_employees": 24,
      "filing_date": "2023-03-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1744532067.0,
      "total_employees": 26,
      "filing_date": "2024-09-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1537495942.0,
      "total_employees": 22,
      "filing_date": "2025-06-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 4956973083.0,
      "total_employees": 38,
      "filing_date": "2026-07-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Changed its office addresses in Denver, CO."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Added the business name Southstate Advisory.",
        "Changed its office addresses in Charleston, SC."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Added the business name Southstate Wealth.",
        "Added the business name Southstate Retirement Plan Services.",
        "Added the business name Private Capital Management.",
        "Added the business name Minis & Company.",
        "Changed its legal name from Private Capital Management, LLC to Southstate Private Capital Management LLC.",
        "Employees performing advisory functions went from 25 to 27.",
        "Regulatory assets under management went from $1,537,495,942 to $4,956,973,083 (+222%).",
        "Added an office in Asheville, NC.",
        "Added an office in Denver, CO.",
        "No longer lists an office in Columbia, SC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Employees performing advisory functions went from 13 to 25.",
        "Added an office in Birmingham, AL.",
        "Added an office in Charleston, SC.",
        "Added an office in Columbia, SC.",
        "Added an office in Daniel Island, SC.",
        "Added an office in Greenville, SC.",
        "Added an office in Richmond, VA.",
        "Added an office in Savannah, GA.",
        "Added an office in Spartanburg, SC.",
        "No longer lists an office in Boulder, CO.",
        "No longer lists an office in Castle Pines, CO.",
        "No longer lists an office in Longmont, CO.",
        "Registered or notice-filed in GA, SC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 1, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $75 to $350 an hour (consulting fees)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $75 to $350 an hour (consulting fees)"
        ],
        "quotes": [
          "In the cases when they are not, consulting fees are charged on an hourly basis, ranging from $75 -  $350 per hour, or depending on the nature and complexity of each client's circumstances."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 75.0,
          "max": 350.0,
          "period": "hour",
          "service": "consulting fees"
        }
      ]
    },
    "quotes": [
      "In the cases when they are not, consulting fees are charged on an hourly basis, ranging from $75 -  $350 per hour, or depending on the nature and complexity of each client's circumstances."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Southstate Bank",
      "name_as_filed": "SOUTHSTATE BANK",
      "affiliated": true
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/southstate-private-capital-management-llc-columbia-sc-165306.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 346,
      "fewer_than_5": false,
      "raum": 172072217.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 219,
      "fewer_than_5": false,
      "raum": 666577534.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": true,
      "raum": 3267739221.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 91,
      "fewer_than_5": false,
      "raum": 572117874.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 33,
      "fewer_than_5": false,
      "raum": 159093556.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": true,
      "raum": 35516587.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": true,
      "raum": 1847445.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": true,
      "raum": 22669465.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 23,
      "fewer_than_5": false,
      "raum": 59339184.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/165306",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}