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SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

COLUMBIA, SC · CRD 165306 · IAPD ↗ · 803-231-3492

$4.96BRegulatory AUM
27Advisory reps
38Employees
0Clients
251-500Planning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
February 2026 — SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC moved its main office from DENVER, CO to COLUMBIA, SC.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
55
February 2026 — SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
February 2026 — PRIVATE CAPITAL MANAGEMENT, LLC is now doing business as SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
75
February 2026 — SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC reported RAUM up 222% ($1.54B -> $4.96B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
49
January 2026 — PRIVATE CAPITAL MANAGEMENT, LLC notice-filed in GA, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
January 2026 — PRIVATE CAPITAL MANAGEMENT, LLC added office(s): 4 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
82
January 2026 — PRIVATE CAPITAL MANAGEMENT, LLC grew from 13 to 25 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
April 2025 — PRIVATE CAPITAL MANAGEMENT, LLC notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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