SOUTHERN FIDUCIARY GROUP INC
Legal name: SFG
CRD #105030 SEC #801-16031 NASHVILLE, TN 615-383-7701
SEC Registered
Total AUM
$291.3M
Discretionary
$291.3M
Employees
5
Clients
--
Accounts
87
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| POTTS, JUDY, LEE | I | SECRETARY | NA | |
| POTTS, JUDY, LEE | I | SECRETARY | NA | |
| POTTS, JUDY, LEE | I | SECRETARY | NA | |
| POTTS, JUDY, LEE | I | SECRETARY | NA | |
| POTTS, JUDY, LEE | I | SECRETARY | NA | |
| WILLIAMS, ERNEST, NMN | I | PRES/CHRMN/CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, ERNEST, NMN | I | PRES/CHRMN/CHIEF COMPLIANCE OFCR | E | Control |
| WILLIAMS, ERNEST, NMN | I | PRESIDENT/CHAIRMAN | E | Control |
| WILLIAMS, ERNEST, NMN | I | PRESIDENT/CHAIRMAN | E | Control |
| WILLIAMS, ERNEST, NMN | I | PRESIDENT/CHAIRMAN | E | Control |
| BUMSTEAD, FRANK, M | I | OWNER | A | |
| BUMSTEAD, FRANK, M | I | OWNER | A |
Registrations
Federal
IA
Mar 27, 2007 REGISTERED
Notice Filings (2)
AL TN
Address
TOWER ONE, AMERICAN CENTER, SUITE 12753100 WEST END AVENUE
NASHVILLE, TN 37203
USA
Phone: 615-383-7701