# Southstate Private Capital Management LLC

> 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.

- CRD: 165306
- Filed as: SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC
- Also doing business as: MINIS & COMPANY, PRIVATE CAPITAL MANAGEMENT, SOUTHSTATE ADVISORY, SOUTHSTATE RETIREMENT PLAN SERVICES, SOUTHSTATE WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Columbia, SC
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/165306
- AdvisorCensus page: https://advisorcensus.com/firm/southstate-private-capital-management-llc-columbia-sc-165306

## Quick answers

**How is Southstate Private Capital Management LLC compensated?**
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).

**Where is Southstate Private Capital Management LLC located?**
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).

**Is Southstate Private Capital Management LLC registered with the SEC or a state?**
Southstate Private Capital Management LLC is an SEC-registered investment advisory firm, registered since 2013. Status as filed: Approved. CRD 165306.

**How much does Southstate Private Capital Management LLC manage?**
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).

**How have Southstate Private Capital Management LLC's assets and staff changed since 2021?**
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.

**What types of clients does Southstate Private Capital Management LLC serve?**
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).

**Which custodians does Southstate Private Capital Management LLC use?**
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.

**Does Southstate Private Capital Management 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/165306

**What changed in Southstate Private Capital Management LLC's recent Form ADV filings?**
In the June 2026 filing data: Changed its office addresses in Denver, CO.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Southstate Bank (affiliated with the firm)

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.

### Regulatory assets under management (Item 5.F)
- Total: $4,956,973,083
- Discretionary: $4,401,894,703
- Non-discretionary: $555,078,380

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 346 | $172,072,217 |
| High net worth individuals | 219 | $666,577,534 |
| Banking or thrift institutions | Fewer than 5 | $3,267,739,221 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 91 | $572,117,874 |
| Charitable organizations | 33 | $159,093,556 |
| State or municipal government entities (including government pension plans) | Fewer than 5 | $35,516,587 |
| Other investment advisers | Fewer than 5 | $1,847,445 |
| Insurance companies | Fewer than 5 | $22,669,465 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 23 | $59,339,184 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2013 (13 years)
- Employees: 38 total, 27 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, FL, GA, HI, ID, IL, LA, MD, MT, NC, NE, NJ, NM, NY, SC, TX, VA, WA, WI, WY
- 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
- Asheville, NC
- Birmingham, AL
- Charleston, SC
- Dallas, TX
- Daniel Island, SC
- Denver, CO
- Greenville, SC
- Richmond, VA
- Savannah, GA
- Spartanburg, SC

### Websites listed on Form ADV (Item 1.I)
- minisandcompany.com
- pcm-inc.com
- southstate401k.com
- southstatebank.com
- southstatebank.com/wealth/our-strategies/asset-management
- LinkedIn @private-capital-managment-denver-colorado
- LinkedIn @south-state-bank

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,311,872,558 | 19 | September 20, 2021 |
| October 2022 | $1,488,415,802 | 26 | September 1, 2022 |
| October 2023 | $1,500,563,148 | 24 | March 31, 2023 |
| October 2024 | $1,744,532,067 | 26 | September 30, 2024 |
| October 2025 | $1,537,495,942 | 22 | June 24, 2025 |
| October 2026 | $4,956,973,083 | 38 | July 1, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Changed its office addresses in Denver, CO.

### March 2026
- Added the business name Southstate Advisory.
- Changed its office addresses in Charleston, SC.

### February 2026
- 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).

### January 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Southstate Private Capital Management LLC (CRD 165306): Form ADV filing data as of October 2026.