SOUTH GEORGIA CAPITAL, LLC
Legal name: STONE ISLAND FINANCIAL PLANNING
CRD #146765 SEC #801-69943 NAPERVILLE, IL 630-784-2200
SEC Registered
Total AUM
$137.1M
Discretionary
$137.1M
Employees
5
Clients
51
Accounts
258
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $137.1M | $137.1M | $0 | 5 | 5 |
| Jan 2025 | $135.1M | $135.1M | $0 | 6 | 5 |
| Dec 2024 | $135.1M | $135.1M | $0 | 6 | 5 |
| Jul 2024 | $135.1M | $135.1M | $0 | 6 | 5 |
| Mar 2024 | $135.1M | $135.1M | $0 | 6 | 5 |
| Nov 2023 | $141.2M | $141.2M | $0 | 6 | 4 |
| Mar 2023 | $141.2M | $141.2M | $0 | 5 | 4 |
| Nov 2022 | $169M | $169M | $0 | 5 | 5 |
| Jun 2022 | $169M | $169M | $0 | 5 | 5 |
| Mar 2022 | $169M | $169M | $0 | 5 | 5 |
| Nov 2021 | $164.8M | $164.8M | $0 | 5 | 6 |
| Mar 2021 | $164.8M | $164.8M | $0 | 5 | 6 |
| Jun 2020 | $131.7M | $131.7M | $0 | 5 | 9 |
| Mar 2020 | $131.7M | $131.7M | $0 | 5 | 9 |
| Mar 2019 | $120M | $120M | $0 | 5 | 9 |
| Mar 2018 | $119.1M | $119.1M | $0 | 4 | 0 |
| Jul 2017 | $116.3M | $116.3M | $0 | 4 | 100 |
| May 2017 | $116.3M | $116.3M | $0 | 4 | 100 |
| Mar 2017 | $116.3M | $116.3M | $0 | 4 | 100 |
| Sep 2016 | $100.8M | $95.1M | $5.7M | 5 | 100 |
| Jul 2016 | $100.8M | $95.1M | $5.7M | 5 | 100 |
| May 2016 | $100.8M | $95.1M | $5.7M | 5 | 100 |
| Mar 2016 | $100.8M | $95.1M | $5.7M | 5 | 100 |
| Mar 2015 | $114M | $101.6M | $12.4M | 6 | 100 |
| Mar 2014 | $106.2M | $106.2M | $0 | 6 | 100 |
| Mar 2013 | $106M | $106M | $0 | 4 | 200 |
| Mar 2012 | $114M | $114M | $0 | 1 | 200 |
| Jan 2011 | $108M | $108M | $0 | 5 | -- |
| Mar 2009 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$137.1M
Discretionary$137.1M
Non-Disc.$0
Employees5
Clients5
DateJan 2025
Total AUM$135.1M
Discretionary$135.1M
Non-Disc.$0
Employees6
Clients5
DateDec 2024
Total AUM$135.1M
Discretionary$135.1M
Non-Disc.$0
Employees6
Clients5
DateJul 2024
Total AUM$135.1M
Discretionary$135.1M
Non-Disc.$0
Employees6
Clients5
DateMar 2024
Total AUM$135.1M
Discretionary$135.1M
Non-Disc.$0
Employees6
Clients5
DateNov 2023
Total AUM$141.2M
Discretionary$141.2M
Non-Disc.$0
Employees6
Clients4
DateMar 2023
Total AUM$141.2M
Discretionary$141.2M
Non-Disc.$0
Employees5
Clients4
DateNov 2022
Total AUM$169M
Discretionary$169M
Non-Disc.$0
Employees5
Clients5
DateJun 2022
Total AUM$169M
Discretionary$169M
Non-Disc.$0
Employees5
Clients5
DateMar 2022
Total AUM$169M
Discretionary$169M
Non-Disc.$0
Employees5
Clients5
DateNov 2021
Total AUM$164.8M
Discretionary$164.8M
Non-Disc.$0
Employees5
Clients6
DateMar 2021
Total AUM$164.8M
Discretionary$164.8M
Non-Disc.$0
Employees5
Clients6
DateJun 2020
Total AUM$131.7M
Discretionary$131.7M
Non-Disc.$0
Employees5
Clients9
DateMar 2020
Total AUM$131.7M
Discretionary$131.7M
Non-Disc.$0
Employees5
Clients9
DateMar 2019
Total AUM$120M
Discretionary$120M
Non-Disc.$0
Employees5
Clients9
DateMar 2018
Total AUM$119.1M
Discretionary$119.1M
Non-Disc.$0
Employees4
Clients0
DateJul 2017
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees4
Clients100
DateMay 2017
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees4
Clients100
DateMar 2017
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees4
Clients100
DateSep 2016
Total AUM$100.8M
Discretionary$95.1M
Non-Disc.$5.7M
Employees5
Clients100
DateJul 2016
Total AUM$100.8M
Discretionary$95.1M
Non-Disc.$5.7M
Employees5
Clients100
DateMay 2016
Total AUM$100.8M
Discretionary$95.1M
Non-Disc.$5.7M
Employees5
Clients100
DateMar 2016
Total AUM$100.8M
Discretionary$95.1M
Non-Disc.$5.7M
Employees5
Clients100
DateMar 2015
Total AUM$114M
Discretionary$101.6M
Non-Disc.$12.4M
Employees6
Clients100
DateMar 2014
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees6
Clients100
DateMar 2013
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees4
Clients200
DateMar 2012
Total AUM$114M
Discretionary$114M
Non-Disc.$0
Employees1
Clients200
DateJan 2011
Total AUM$108M
Discretionary$108M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--