RIA Intelligence

SOUTH SHORE CAPITAL ADVISORS, LLC

CRD #142915 SEC #801-96332 COHASSET, MA 781-740-9310
SEC Registered
Total AUM
$226.1M
Discretionary
$147.5M
Employees
3
Clients
0
Accounts
249

Firm Details

Organization Type
Limited Liability Company
State of Formation
Massachusetts
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 11, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
APPLETON, CAITLIN, STAUNTONIPRINCIPALNA
APPLETON, CAITLIN, STAUNTONIPRINCIPALNA
APPLETON, CAITLIN, STAUNTONIPRINCIPALNA
THOMAS, TAYLOR, GIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
THOMAS, TAYLOR, GIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
THOMAS, TAYLOR, GOODWINIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
THOMAS, TAYLOR, GOODWINIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
THOMAS, TAYLOR, GOODWINIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
THOMAS, TAYLOR, GOODWINIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
THOMAS, TAYLOR, GOODWINIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
THOMAS, TAYLOR, GOODWINIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
THOMAS, TAYLOR, GOODWINIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
THOMAS, TAYLOR, GOODWINIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
THOMAS, TAYLOR, GOODWINIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
THOMAS, TAYLOR, GOODWINIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
THOMAS, TAYLOR, GOODWINIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
THOMAS, TAYLOR, GOODWINIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
THOMAS, TAYLOR, GOODWINIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
THOMAS, TAYLOR, GOODWINIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
THOMAS, TAYLOR, GOODWINIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
THOMAS, TAYLOR, GOODWINIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
THOMAS, TAYLOR, GOODWINIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
THOMAS, TAYLOR, GOODWINIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
THOMAS, TAYLOR, GOODWINIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
THOMAS, TAYLOR, GOODWINIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
THOMAS, TAYLOR, GOODWINIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
THOMAS, TAYLOR, GOODWINIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
THOMAS, TAYLOR, GOODWINIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
THOMAS, TAYLOR, GOODWINIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
THOMAS, TAYLOR, GOODWINIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
THOMAS, TAYLOR, GOODWINIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
THOMAS, TAYLOR, GOODWINIPRINCIPAL/CHIEF COMPLIANCE OFFICERD Control
THOMAS, LOWELL, SHUMWAYIPRINCIPALC Control
THOMAS, LOWELL, SHUMWAYIPRINCIPALC Control
THOMAS, LOWELL, SHUMWAYIPRINCIPALC Control
THOMAS, LOWELL, SHUMWAYIPRINCIPALC Control
THOMAS, LOWELL, SHUMWAYIPRINCIPALC Control
THOMAS, LOWELL, SHUMWAYIPRINCIPALC Control
THOMAS, LOWELL, SHUMWAYIPRINCIPALC Control
THOMAS, LOWELL, SHUMWAYIPRINCIPALC Control
THOMAS, LOWELL, SHUMWAYIPRINCIPALC Control
THOMAS, LOWELL, SHUMWAYIPRINCIPALC Control
THOMAS, LOWELL, SHUMWAYIPRINCIPALC Control
THOMAS, LOWELL, SHUMWAYIPRINCIPALC Control
THOMAS, LOWELL, SHUMWAYIPRINCIPALC Control
THOMAS, LOWELL, SHUMWAYIPRINCIPALC Control
THOMAS, LOWELL, SHUMWAYIPRINCIPALC Control
THOMAS, LOWELL, SHUMWAYIPRINCIPALC Control
THOMAS, LOWELL, SHUMWAYIPRINCIPALC Control
THOMAS, LOWELL, SHUMWAYIPRINCIPALC Control
THOMAS, LOWELL, SHUMWAYIPRINCIPALC Control
THOMAS, LOWELL, SHUMWAYIPRINCIPALC Control
THOMAS, LOWELL, SHUMWAYIPRINCIPALC Control
THOMAS, LOWELL, SHUMWAYIPRINCIPALC Control
THOMAS, LOWELL, SHUMWAYIPRINCIPALC Control
THOMAS, LOWELL, SHUMWAYIPRINCIPALC Control
THOMAS, LOWELL, SHUMWAYIPRINCIPALC Control
THOMAS, LOWELL, SHUMWAYIPRINCIPALC Control

Registrations

Federal

IA
Nov 11, 2025 REGISTERED

Notice Filings (8)

CA CT FL MA NH NY RI TX

Address

115 RIPLEY ROAD
UNIT 1
COHASSET, MA 02025-1715
United States
Phone: 781-740-9310