Investment adviser · CRD 308154
SOUTHCOL ADVISORS
Investment adviser filing (IA)
SOUTHCOL ADVISORS, LLC
NAPLES, FL, United States · Form ADV filed Feb 23, 2026
- Regulatory AUM
- $209M Form ADV · Item 5.F
- Client accounts
- 37 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | Fewer than 5 | $169,419,034 | 81.2% |
| High-net-worth individuals | Fewer than 5 | $39,246,754 | 18.8% |
Filing source
Form ADV 2056238 · Feb 23, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 23, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
15910 OLD 41 NORTH, SUITE 220NAPLES, FL, 34110, United States
CRD 308154
Filing source
Form ADV 2056238 · Feb 23, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.