RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Virgin Islands
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 4, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
NANCE, ALLENIMANAGING MEMBER & CCOE Control
NANCE, ALLENIMANAGING MEMBER & CCOE Control
NANCE, ALLENIMANAGING MEMBER & CCOE Control
NANCE, ALLENIMANAGING MEMBER & CCOE Control
NANCE, ALLENIMANAGING MEMBER & CCOE Control
NANCE, ALLENIMANAGING MEMBER & CCOE Control
NANCE, ALLENIMANAGING MEMBER & CCOE Control

Registrations

Federal

IA
Dec 4, 2025 REGISTERED

Notice Filings (1)

VI

Address

5093 DRONNINGEN'S GADE
SUITE 5
ST. THOMAS, VI 00802
United States
Phone: 877-240-9233