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Director of Retirement Plan Services · Southstate Private Capital Management LLC

Kelly Gardner

CRD 6932539 · Named on Form ADV at one SEC-registered adviser

At a glance

Southstate Private Capital Management LLC, an SEC-registered asset manager based in Columbia, SC with $5.0 billion in regulatory assets, lists Kelly Gardner on its Form ADV as Director of Retirement Plan Services, a control person.

Firms and roles

AtlasMembers

Kelly’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Elisabeth C LounsburyDirector of Operations, Southstate Private Capital Management LLC
  • Shawn HarrisManaging Director, Southstate Private Capital Management LLC
  • David M. KirkpatrickVice President, Southstate Private Capital Management LLC
  • Brian A. BarkerChief Investment Officer, Southstate Private Capital Management LLC
  • Raymond M. HrinDirector of Wealth Compliance and Operations, Southstate Private Capital Management LLC

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