SOUTHERN EQUITY ADVISORS LLC
CRD #330821 SEC #801-130324 ST. THOMAS, VI 877-240-9233
SEC Registered Private Funds
Total AUM
$633.4M
Discretionary
$633.4M
Employees
2
Clients
--
Accounts
12
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $633.4M | $633.4M | $0 | 2 | 0 |
| May 2025 | $548.4M | $548.4M | $0 | 2 | 0 |
| Mar 2025 | $548.4M | $548.4M | $0 | 2 | 0 |
| Sep 2024 | $389.2M | $389.2M | $0 | 2 | 0 |
| May 2024 | $0 | $0 | $0 | 2 | 0 |
| May 2024 | $0 | $0 | $0 | 2 | 0 |
| Apr 2024 | $0 | $0 | $0 | 2 | 0 |
DateDec 2025
Total AUM$633.4M
Discretionary$633.4M
Non-Disc.$0
Employees2
Clients0
DateMay 2025
Total AUM$548.4M
Discretionary$548.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$548.4M
Discretionary$548.4M
Non-Disc.$0
Employees2
Clients0
DateSep 2024
Total AUM$389.2M
Discretionary$389.2M
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateApr 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0