Southern Capital Services, Inc.
● SEC registered since 2017CRD 105582SEC# 801-111685Daphne, AL
Reg. AUM
$192.5M
Employees
7
Accounts
700
Location
Daphne, AL
About Southern Capital Services
Southern Capital Services is an independent registered investment adviser offering portfolio management, retirement consulting, 401(k) plan review, and college savings guidance. It offers fiduciary advice from an independently owned firm.
Summary based on the firm’s website.
Southern Capital Services, Inc. assets under management
Southern Capital Services, Inc. operates as an SEC-registered investment adviser based in Daphne, AL. The firm has been registered since 2017. It reports $192.5 million in regulatory assets under management and employs 7 people.
Southern Capital Services, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Terry Edward Nager Control | President | 50-75% | 1982 |
| Wendy Louise Nelson Bailey Control | Chief Compliance Officer; Vice-President | Under 5% | 2011 |
Frequently asked questions
How much does Southern Capital Services, Inc. manage?
Southern Capital Services, Inc. reports $192.5 million in regulatory assets under management on its Form ADV.
How many employees does Southern Capital Services, Inc. have?
Southern Capital Services, Inc. reports 7 employees.
Where is Southern Capital Services, Inc. located?
Southern Capital Services, Inc. is based in Daphne, AL and has been SEC-registered since 2017.
Does Southern Capital Services, Inc. disclose fund performance?
Southern Capital Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 29000 US Hwy 98, The Summit, Suite 203-B, Daphne, AL 36526 |
| Phone | 251-626-1140 |
| Fax | 251-626-3257 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$192.5M▲ 11%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,389 advisers
EmployeesTop 51%
More than 49% of 16,799 advisers
Assets under management
$192.5Mregulatory AUM
Discretionary $191.5MNon-discretionary $981K