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SOUTHERN FINANCIAL GROUP, LLC

BIRMINGHAM, AL · CRD 142644 · IAPD ↗ · thesouthernfinancialgroup.com · 205.383.1415

$1.05BRegulatory AUM
2Advisory reps
8Employees
0Clients
More than 500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
March 2026 — SOUTHERN FINANCIAL GROUP, LLC crossed $1B in regulatory AUM ($936.1M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.