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SEC data October 1, 2026
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SEC data October 1, 2026
Sign inYou’re seeing a preview. Members get every firm, every advisor and every filing.
Sign in or start freeEvery SEC-registered adviser, 17,210 firms, from Form ADV filings as of October 1, 2026.
1 firm manage $5.0B
| AUM trail | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1Southstate Private Capital Management LLCColumbia, SC | SC | $5.0B | +222% | 712 | $7M | 27 | Southstate Bank; Charles Schwab | LPL Financial; Southstate Securities Corp. |