RIA Intelligence

SOUTHERN OAK CAPITAL, LLC

CRD #309933 SEC #801-123321 HOOVER, AL (504) 250-9902
SEC Registered Private Funds
Total AUM
$52.5M
Discretionary
$52.5M
Employees
3
Clients
0
Accounts
5

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 22, 2023
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
AYERS INVESTMENTS LLLPDEMEMBERNA
DEVINE INVESTMENTS LLLPDEMEMBERNA Control
PRICE, KEVIN, ANTHONYIMEMBER, PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICERE Control
PRICE, KEVIN, ANTHONYIMEMBER, PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICERE Control
PRICE, KEVIN, ANTHONYIMEMBER, PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICERE Control
PRICE, KEVIN, ANTHONYIMEMBER, PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICERE Control
PRICE, KEVIN, ANTHONYIMEMBER, PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICERE Control
PRICE, KEVIN, ANTHONYIMEMBER, PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICERE Control
PRICE, KEVIN, ANTHONYIMEMBER, PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICERE Control
PRICE, KEVIN, ANTHONYIMEMBER, PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICERE Control
PRICE, KEVIN, ANTHONYIMEMBER, PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICERE Control
PRICE, KEVIN, ANTHONYIMEMBER, PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICERE Control
Ayers, ToddIMEMBERC Control
Ayers, ToddIMEMBERC Control
Ayers, ToddIMEMBERC Control
DEVINE INVESTMENTS LLLPDEMEMBERC Control
DEVINE INVESTMENTS LLLPDEMEMBERC Control
DEVINE INVESTMENTS LLLPDEMEMBERC Control
Devine, ChristopherIMEMBERC Control
Devine, ChristopherIMEMBERC Control
Devine, ChristopherIMEMBERC Control
MOBLEY INVESTMENTS LLLPDEMEMBERC Control
MOBLEY INVESTMENTS LLLPDEMEMBERC Control
MOBLEY INVESTMENTS LLLPDEMEMBERC Control
MOBLEY INVESTMENTS LLLPDEMEMBERC Control
Mobley, ClaytonIMEMBERC Control
Mobley, ClaytonIMEMBERC Control
Mobley, ClaytonIMEMBERC Control
AYERS INVESTMENTS LLLPDEMEMBERB
AYERS INVESTMENTS LLLPDEMEMBERB
AYERS INVESTMENTS LLLPDEMEMBERB
PRICE, KEVIN, ANTHONYIMEMBER, PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICERB Control
PRICE, KEVIN, ANTHONYIMEMBER, PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICERB Control
PRICE, KEVIN, ANTHONYIMEMBER, PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICERB Control
PRICE, KEVIN, ANTHONYIMEMBER, PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICERB Control
PRICE, KEVIN, ANTHONYIMEMBER, PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICERB Control
PRICE, KEVIN, ANTHONYIMEMBER, PORTFOLIO MANAGER AND CHIEF COMPLIANCE OFFICERB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
Mobley, ClaytonIMOBLEY INVESTMENTS LLLPE Control
Mobley, ClaytonIMOBLEY INVESTMENTS LLLPE Control
Mobley, ClaytonIMOBLEY INVESTMENTS LLLPE Control
Ayers, ToddIAYERS INVESTMENTS LLLPD Control
Ayers, ToddIAYERS INVESTMENTS LLLPD Control
Ayers, ToddIAYERS INVESTMENTS LLLPD Control
Ayers, Tonia, MIAYERS INVESTMENTS LLLPD
Ayers, Tonia, MIAYERS INVESTMENTS LLLPD
Ayers, Tonia, MIAYERS INVESTMENTS LLLPD
Devine, ChristopherIDEVINE INVESTMENTS LLLPD Control
Devine, ChristopherIDEVINE INVESTMENTS LLLPD Control
Devine, ChristopherIDEVINE INVESTMENTS LLLPD Control
Devine, StephanieIDEVINE INVESTMENTS LLLPD
Devine, StephanieIDEVINE INVESTMENTS LLLPD
Devine, StephanieIDEVINE INVESTMENTS LLLPD

Registrations

Federal

IA
Mar 22, 2023 REGISTERED

Notice Filings (1)

AL

Address

1200 CORPORATE DRIVE
SUITE 100
HOOVER, AL 35242
United States
Phone: (504) 250-9902