Asset manager · St. Thomas, VI
Southern Equity Advisors LLC
SEC-registered investment adviser · CRD 330821 · SEC 801-130324
At a glance
Southern Equity Advisors LLC is an SEC-registered investment adviser based in St. Thomas, VI, with $788 million in regulatory assets under management as of its Form ADV filed March 20, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 3 individual clients. By Form ADV it is a asset manager, ranked 1,474th of 3,218 asset managers and 6,145th of 17,210 SEC-registered advisers by assets.
Main office 877-240-9233southernequity.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $788M
- Rank among asset managers
- #1,474 of 3,218
- Rank among all SEC RIAs
- #6,145 of 17,210
- Rank in VI
- #2 of 2
- Individual clients
- 3
- High-net-worth clients
- 3
- Accounts
- 13
- Discretionary
- 100% of AUM
- Employees
- 2
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Allen NanceManaging Member & CCO
Custody and brokerage
Custodian
Southern Equity Advisors LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 3 | $366M | 46% |
| Pooled investment vehicles | 7 | $213M | 27% |
| Other | 1 | $179M | 23% |
| Corporations or other businesses | 1 | $30M | 4% |
Private funds
Southern Equity Advisors LLC reports 5 private funds with $211M in gross assets: hedge funds, private equity funds, venture capital funds, other private funds (Form ADV Item 7.B).
Disciplinary disclosures
Southern Equity Advisors LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
- Hourly charges
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗southernequity.com ↗
AtlasMembers
The full record on Southern Equity Advisors LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 1,022 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Southern Equity Advisors LLC manage?
Southern Equity Advisors LLC reports $788 million in regulatory assets under management across 13 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 20, 2026.
What kind of firm is Southern Equity Advisors LLC?
Southern Equity Advisors LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Southern Equity Advisors LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($366 million, 3 clients); pooled investment vehicles ($213 million, 7 clients); other ($179 million, 1 clients).
Does Southern Equity Advisors LLC manage private funds?
Yes. It reports 5 private funds with $211 million in gross assets, including hedge funds, private equity funds, venture capital funds, other private funds.
Does Southern Equity Advisors LLC have any disciplinary history?
Southern Equity Advisors LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Southern Equity Advisors LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-20), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →