Wealth manager, independent
Southland Equity Partners, LLC.
SEC-registered investment adviser · CRD 154481 · SEC 801-71977
At a glance
Southland Equity Partners, LLC. is an SEC-registered investment adviser based in United States, with $891 million in regulatory assets under management as of its Form ADV filed July 14, 2026. Its largest client group by assets is individuals, and it reports 1,766 individual clients. By Form ADV it is a wealth manager, ranked 1,731st of 8,915 wealth managers and 5,744th of 17,210 SEC-registered advisers by assets.
southlandep.comAs filed on Form ADV
- Regulatory AUM
- $891M
- Rank among wealth managers
- #1,731 of 8,915
- Rank among all SEC RIAs
- #5,744 of 17,210
- Individual clients
- 1,766
- High-net-worth clients
- 35
- Accounts
- 2,754
- Discretionary
- 100% of AUM
- Employees
- 22
- Advisory staff
- 21
- Offices
- 18
Owners and executives on its Form ADV
- Eric D. AntrobiusManaging Member
- Peter KrusselChief Compliance Officer
Custody and brokerage
Custodian
Southland Equity Partners, 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.
Broker-dealer
Hybrid RIA
Southland Equity Partners, LLC. is a hybrid RIA: 12 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed March 2026) names Osaic Wealth as the broker-dealer its advisers are registered with.
Most of our Advisors are registered with Osaic Wealth, including Eric Antrobius (Managing Member of Firm) and Peter Krussel (Chief Compliance Officer of Firm).
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 1,731 | $676M | 76% |
| High-net-worth individuals | 35 | $216M | 24% |
Disciplinary disclosures
Southland Equity Partners, LLC. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗southlandep.com ↗
AtlasMembers
The full record on Southland Equity Partners, 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, ten years of filings
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- Growth over one, three and five years
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- Rank against 3,821 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- 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 Southland Equity Partners, LLC. manage?
Southland Equity Partners, LLC. reports $891 million in regulatory assets under management across 2,754 accounts, 100% of it on a discretionary basis, on its Form ADV filed July 14, 2026.
What kind of firm is Southland Equity Partners, LLC.?
Southland Equity Partners, LLC. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Southland Equity Partners, LLC.’s clients?
By assets, its largest client types are individuals ($676 million, 1,731 clients); high-net-worth individuals ($216 million, 35 clients).
Does Southland Equity Partners, LLC. have any disciplinary history?
Southland Equity Partners, 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 Southland Equity Partners, 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 (2026-07-14), 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 →