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SOUTHSTATE ADVISORY, INC.

COLUMBIA, SC · CRD 153113 · IAPD ↗ · southstatebank.com · 803-231-3492

$3.78BRegulatory AUM
11Advisory reps
22Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
March 2026 — SOUTHSTATE ADVISORY, INC. (COLUMBIA, SC) left the SEC roster (was $3.78B RAUM, 11 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
47
April 2024 — SOUTHSTATE ADVISORY, INC. notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — SOUTHSTATE ADVISORY, INC. added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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