Who We Are

We are a team of seasoned advisors dedicated to providing the best advice to our clients in the areas of investments, tax and estate planning, and all things financial. Southern Capital, founded in 2018, is a fee-only fiduciary that is registered directly with the Securities and Exchange Commission. Our firm was born out of the experience of our principal owners’ experiences working for world class organizations. Our goal is simple. We are a purpose-built company focused solely on helping our clients to grow, measure, and protect what matters in life.

We help families, individuals and businesses navigate the complex world of finance.

Working with clients for over thirty years we have heard the same thing from clients, “I wish we had met you when I was just getting started!” When your children or grandchildren get started chances are they are not a fit for the traditional money management process. Why?
Simply put, they don’t have any money and are viewed more as a nuisance than a potential long-term client with an entire lifetime to build a solid financial foundation.

How We Help