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Managing Member & CCO · Southern Equity Advisors LLC

Allen Nance

CRD 7818243 · Named on Form ADV at one SEC-registered adviser

At a glance

Southern Equity Advisors LLC, an SEC-registered asset manager based in St. Thomas, VI with $788 million in regulatory assets, lists Allen Nance on its Form ADV as Managing Member & CCO, a control person.

Firms and roles

AtlasMembers

Allen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Allen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.