SOUTHERN FINANCIAL GROUP, LLC
CRD #142644 SEC #801-67489 BIRMINGHAM, AL 205.383.1415
SEC Registered
Total AUM
$936.1M
Discretionary
$936.1M
Employees
8
Clients
--
Accounts
2,492
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $936.1M | $936.1M | $0 | 8 | 0 |
| Feb 2024 | $854.8M | $854.8M | $0 | 8 | 0 |
| Feb 2024 | $854.8M | $854.8M | $0 | 8 | 0 |
| Jan 2023 | $741.1M | $741.1M | $0 | 8 | 0 |
| Feb 2022 | $837.3M | $837.3M | $0 | 8 | 0 |
| Feb 2021 | $705.4M | $705.4M | $0 | 8 | 0 |
| May 2020 | $631.7M | $631.7M | $0 | 9 | 0 |
| Jan 2020 | $631.7M | $631.7M | $0 | 9 | 0 |
| Feb 2019 | $535.6M | $535.6M | $0 | 8 | 0 |
| Aug 2018 | $553.8M | $553.8M | $0 | 7 | 0 |
| Apr 2018 | $553.8M | $553.8M | $0 | 7 | 0 |
| Feb 2018 | $553.8M | $553.8M | $0 | 7 | 0 |
| Jan 2018 | $553.8M | $553.8M | $0 | 7 | 0 |
| Feb 2017 | $474.5M | $474.5M | $0 | 7 | 1,000 |
| Mar 2016 | $415.2M | $415.2M | $0 | 5 | 1,000 |
| Mar 2016 | $415.2M | $415.2M | $0 | 5 | 1,000 |
| Nov 2015 | $428.1M | $428.1M | $0 | 4 | 900 |
| Jan 2015 | $428.1M | $428.1M | $0 | 4 | 900 |
| Oct 2014 | $354.5M | $354.5M | $0 | 4 | 900 |
| Jan 2014 | $354.5M | $354.5M | $0 | 4 | 900 |
| Feb 2013 | $292.6M | $292.6M | $0 | 4 | 700 |
| Feb 2012 | $258.3M | $258.3M | $0 | 1 | 700 |
| Feb 2011 | $237M | $237M | $0 | 5 | -- |
| Oct 2007 | $182.6M | $182.6M | $0 | 5 | -- |
| Apr 2007 | $182.6M | $182.6M | $0 | 5 | -- |
| Mar 2007 | $0 | $0 | $0 | 5 | -- |
| Jan 2007 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$936.1M
Discretionary$936.1M
Non-Disc.$0
Employees8
Clients0
DateFeb 2024
Total AUM$854.8M
Discretionary$854.8M
Non-Disc.$0
Employees8
Clients0
DateFeb 2024
Total AUM$854.8M
Discretionary$854.8M
Non-Disc.$0
Employees8
Clients0
DateJan 2023
Total AUM$741.1M
Discretionary$741.1M
Non-Disc.$0
Employees8
Clients0
DateFeb 2022
Total AUM$837.3M
Discretionary$837.3M
Non-Disc.$0
Employees8
Clients0
DateFeb 2021
Total AUM$705.4M
Discretionary$705.4M
Non-Disc.$0
Employees8
Clients0
DateMay 2020
Total AUM$631.7M
Discretionary$631.7M
Non-Disc.$0
Employees9
Clients0
DateJan 2020
Total AUM$631.7M
Discretionary$631.7M
Non-Disc.$0
Employees9
Clients0
DateFeb 2019
Total AUM$535.6M
Discretionary$535.6M
Non-Disc.$0
Employees8
Clients0
DateAug 2018
Total AUM$553.8M
Discretionary$553.8M
Non-Disc.$0
Employees7
Clients0
DateApr 2018
Total AUM$553.8M
Discretionary$553.8M
Non-Disc.$0
Employees7
Clients0
DateFeb 2018
Total AUM$553.8M
Discretionary$553.8M
Non-Disc.$0
Employees7
Clients0
DateJan 2018
Total AUM$553.8M
Discretionary$553.8M
Non-Disc.$0
Employees7
Clients0
DateFeb 2017
Total AUM$474.5M
Discretionary$474.5M
Non-Disc.$0
Employees7
Clients1,000
DateMar 2016
Total AUM$415.2M
Discretionary$415.2M
Non-Disc.$0
Employees5
Clients1,000
DateMar 2016
Total AUM$415.2M
Discretionary$415.2M
Non-Disc.$0
Employees5
Clients1,000
DateNov 2015
Total AUM$428.1M
Discretionary$428.1M
Non-Disc.$0
Employees4
Clients900
DateJan 2015
Total AUM$428.1M
Discretionary$428.1M
Non-Disc.$0
Employees4
Clients900
DateOct 2014
Total AUM$354.5M
Discretionary$354.5M
Non-Disc.$0
Employees4
Clients900
DateJan 2014
Total AUM$354.5M
Discretionary$354.5M
Non-Disc.$0
Employees4
Clients900
DateFeb 2013
Total AUM$292.6M
Discretionary$292.6M
Non-Disc.$0
Employees4
Clients700
DateFeb 2012
Total AUM$258.3M
Discretionary$258.3M
Non-Disc.$0
Employees1
Clients700
DateFeb 2011
Total AUM$237M
Discretionary$237M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$182.6M
Discretionary$182.6M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$182.6M
Discretionary$182.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--