SOUTHERN FINANCIAL GROUP, LLC
  • SOUTHERN FINANCIAL GROUP, LLC

Adviser Profile

As of Date 02/26/2026
Registration SEC, Approved, 02/09/2007
ADV Location BIRMINGHAM, AL, United States
Contact Info 205 xxxxxxx
Websites
AUM* 1,050,139,365 23%
of that, discretionary 1,050,139,365 23%
Number of Employees 8
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 404,366 14%
% High Net Worth 30.72% 32%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1B 900M 750M 600M 450M 300M 150M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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