SOUTHSTATE ADVISORY, INC.
CRD #153113 SEC #801-71264 COLUMBIA, SC 803-231-3492
SEC Registered
Total AUM
$3.8B
Discretionary
$3.3B
Employees
22
Clients
0
Accounts
441
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $3.8B | $3.3B | $497.3M | 22 | 0 |
| Mar 2025 | $3.8B | $3.3B | $497.3M | 22 | 0 |
| Oct 2024 | $3.4B | $3B | $437.2M | 20 | 0 |
| Aug 2024 | $3.4B | $3B | $437.2M | 20 | 0 |
| Mar 2024 | $3.4B | $3B | $437.2M | 20 | 0 |
| May 2023 | $3.1B | $2.8B | $362.1M | 20 | 0 |
| Mar 2023 | $3.1B | $2.8B | $362.1M | 20 | 0 |
| Mar 2023 | $3.1B | $2.8B | $362.1M | 20 | 0 |
| Mar 2022 | $2.8B | $2.4B | $424.7M | 21 | 0 |
| Mar 2022 | $2.8B | $2.4B | $424.7M | 21 | 0 |
| Dec 2021 | $2.5B | $2B | $422.7M | 21 | 0 |
| Jun 2021 | $2.5B | $2B | $422.7M | 21 | 0 |
| Mar 2021 | $2.5B | $2B | $422.7M | 21 | 0 |
| Dec 2020 | $2.3B | $1.9B | $424.9M | 20 | 0 |
| Dec 2020 | $2.3B | $1.9B | $424.9M | 20 | 0 |
| Nov 2020 | $2.3B | $1.9B | $424.9M | 20 | 0 |
| Oct 2020 | $2.3B | $1.9B | $424.9M | 20 | 0 |
| Jun 2020 | $2.3B | $1.9B | $424.9M | 20 | 0 |
| Apr 2020 | $2.3B | $1.9B | $424.9M | 20 | 0 |
| Mar 2020 | $2.3B | $1.9B | $424.9M | 20 | 0 |
| Jul 2019 | $418.6M | $31.9M | $386.7M | 22 | 0 |
| May 2019 | $418.6M | $31.9M | $386.7M | 22 | 0 |
| Feb 2019 | $418.6M | $31.9M | $386.7M | 22 | 0 |
| Oct 2018 | $701.2M | $43.3M | $657.9M | 18 | 0 |
| Apr 2018 | $701.2M | $43.3M | $657.9M | 18 | 0 |
| Mar 2018 | $701.2M | $43.3M | $657.9M | 9 | 0 |
| Aug 2017 | $437.1M | $0 | $437.1M | 9 | 11 |
| Aug 2017 | $437.1M | $0 | $437.1M | 9 | 11 |
| Jan 2017 | $437.1M | $0 | $437.1M | 9 | 11 |
| Mar 2016 | $413.4M | $0 | $413.4M | 6 | 11 |
| Jun 2015 | $403M | $0 | $403M | 6 | 11 |
| Mar 2015 | $403M | $0 | $403M | 6 | 11 |
DateJun 2025
Total AUM$3.8B
Discretionary$3.3B
Non-Disc.$497.3M
Employees22
Clients0
DateMar 2025
Total AUM$3.8B
Discretionary$3.3B
Non-Disc.$497.3M
Employees22
Clients0
DateOct 2024
Total AUM$3.4B
Discretionary$3B
Non-Disc.$437.2M
Employees20
Clients0
DateAug 2024
Total AUM$3.4B
Discretionary$3B
Non-Disc.$437.2M
Employees20
Clients0
DateMar 2024
Total AUM$3.4B
Discretionary$3B
Non-Disc.$437.2M
Employees20
Clients0
DateMay 2023
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$362.1M
Employees20
Clients0
DateMar 2023
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$362.1M
Employees20
Clients0
DateMar 2023
Total AUM$3.1B
Discretionary$2.8B
Non-Disc.$362.1M
Employees20
Clients0
DateMar 2022
Total AUM$2.8B
Discretionary$2.4B
Non-Disc.$424.7M
Employees21
Clients0
DateMar 2022
Total AUM$2.8B
Discretionary$2.4B
Non-Disc.$424.7M
Employees21
Clients0
DateDec 2021
Total AUM$2.5B
Discretionary$2B
Non-Disc.$422.7M
Employees21
Clients0
DateJun 2021
Total AUM$2.5B
Discretionary$2B
Non-Disc.$422.7M
Employees21
Clients0
DateMar 2021
Total AUM$2.5B
Discretionary$2B
Non-Disc.$422.7M
Employees21
Clients0
DateDec 2020
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$424.9M
Employees20
Clients0
DateDec 2020
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$424.9M
Employees20
Clients0
DateNov 2020
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$424.9M
Employees20
Clients0
DateOct 2020
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$424.9M
Employees20
Clients0
DateJun 2020
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$424.9M
Employees20
Clients0
DateApr 2020
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$424.9M
Employees20
Clients0
DateMar 2020
Total AUM$2.3B
Discretionary$1.9B
Non-Disc.$424.9M
Employees20
Clients0
DateJul 2019
Total AUM$418.6M
Discretionary$31.9M
Non-Disc.$386.7M
Employees22
Clients0
DateMay 2019
Total AUM$418.6M
Discretionary$31.9M
Non-Disc.$386.7M
Employees22
Clients0
DateFeb 2019
Total AUM$418.6M
Discretionary$31.9M
Non-Disc.$386.7M
Employees22
Clients0
DateOct 2018
Total AUM$701.2M
Discretionary$43.3M
Non-Disc.$657.9M
Employees18
Clients0
DateApr 2018
Total AUM$701.2M
Discretionary$43.3M
Non-Disc.$657.9M
Employees18
Clients0
DateMar 2018
Total AUM$701.2M
Discretionary$43.3M
Non-Disc.$657.9M
Employees9
Clients0
DateAug 2017
Total AUM$437.1M
Discretionary$0
Non-Disc.$437.1M
Employees9
Clients11
DateAug 2017
Total AUM$437.1M
Discretionary$0
Non-Disc.$437.1M
Employees9
Clients11
DateJan 2017
Total AUM$437.1M
Discretionary$0
Non-Disc.$437.1M
Employees9
Clients11
DateMar 2016
Total AUM$413.4M
Discretionary$0
Non-Disc.$413.4M
Employees6
Clients11
DateJun 2015
Total AUM$403M
Discretionary$0
Non-Disc.$403M
Employees6
Clients11
DateMar 2015
Total AUM$403M
Discretionary$0
Non-Disc.$403M
Employees6
Clients11