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SOUTH SHORE CAPITAL ADVISORS, LLC

BOSTON, MA · CRD 142915 · IAPD ↗ · sscainvest.com · 781-740-9310

$272.8MRegulatory AUM
2Advisory reps
3Employees
0Clients
11-25Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2026 — SOUTH SHORE CAPITAL ADVISORS, LLC moved its main office from COHASSET, MA to BOSTON, MA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
April 2026 — SOUTH SHORE CAPITAL ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2026 — SOUTH SHORE CAPITAL ADVISORS, LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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