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SOUTHCOL ADVISORS

NAPLES, FL · CRD 308154 · IAPD ↗ · 239-228-8747

$208.7MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — SOUTHCOL ADVISORS reported RAUM up 26% ($165.3M -> $208.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
February 2025 — SOUTHCOL ADVISORS reported RAUM up 30% ($126.9M -> $165.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
September 2024 — SOUTHCOL ADVISORS notice-filed in ID.
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.