SOUTHCOL ADVISORS, LLC
Legal name: SOUTHCOL ADVISORS
CRD #308154 SEC #801-118783 NAPLES, FL 239-228-8747
SEC Registered
Total AUM
$165.3M
Discretionary
$165.3M
Employees
4
Clients
0
Accounts
34
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $165.3M | $165.3M | $0 | 4 | 0 |
| Jan 2025 | $165.3M | $165.3M | $0 | 4 | 0 |
| Dec 2024 | $126.9M | $126.9M | $0 | 4 | 0 |
| Aug 2024 | $126.9M | $126.9M | $0 | 4 | 0 |
| Mar 2024 | $126.9M | $126.9M | $0 | 4 | 0 |
| Aug 2023 | $126M | $114.1M | $11.9M | 4 | 0 |
| Mar 2023 | $126M | $114.1M | $11.9M | 4 | 0 |
| Nov 2022 | $149.1M | $149.1M | $0 | 4 | 0 |
| Nov 2022 | $149.1M | $149.1M | $0 | 4 | 0 |
| May 2022 | $149.1M | $149.1M | $0 | 4 | 0 |
| Apr 2022 | $149.1M | $149.1M | $0 | 4 | 0 |
| Mar 2022 | $149.1M | $149.1M | $0 | 4 | 0 |
| Sep 2021 | $112.6M | $112.6M | $0 | 3 | 0 |
| Mar 2021 | $112.6M | $112.6M | $0 | 3 | 0 |
| Sep 2020 | $100.1M | $100.1M | $0 | 1 | 0 |
| Jul 2020 | $100.1M | $100.1M | $0 | 1 | 0 |
| Jul 2020 | $100.1M | $100.1M | $0 | 1 | 0 |
DateJul 2025
Total AUM$165.3M
Discretionary$165.3M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$165.3M
Discretionary$165.3M
Non-Disc.$0
Employees4
Clients0
DateDec 2024
Total AUM$126.9M
Discretionary$126.9M
Non-Disc.$0
Employees4
Clients0
DateAug 2024
Total AUM$126.9M
Discretionary$126.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$126.9M
Discretionary$126.9M
Non-Disc.$0
Employees4
Clients0
DateAug 2023
Total AUM$126M
Discretionary$114.1M
Non-Disc.$11.9M
Employees4
Clients0
DateMar 2023
Total AUM$126M
Discretionary$114.1M
Non-Disc.$11.9M
Employees4
Clients0
DateNov 2022
Total AUM$149.1M
Discretionary$149.1M
Non-Disc.$0
Employees4
Clients0
DateNov 2022
Total AUM$149.1M
Discretionary$149.1M
Non-Disc.$0
Employees4
Clients0
DateMay 2022
Total AUM$149.1M
Discretionary$149.1M
Non-Disc.$0
Employees4
Clients0
DateApr 2022
Total AUM$149.1M
Discretionary$149.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$149.1M
Discretionary$149.1M
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$112.6M
Discretionary$112.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$112.6M
Discretionary$112.6M
Non-Disc.$0
Employees3
Clients0
DateSep 2020
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees1
Clients0
DateJul 2020
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees1
Clients0
DateJul 2020
Total AUM$100.1M
Discretionary$100.1M
Non-Disc.$0
Employees1
Clients0