SOUTHCOL ADVISORS
Naples, United States · CRD 308154
SEC-registered investment adviser since 2020 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$208.7m
- Main clients (by assets)Charities 81%, High net worth individuals 19%
- Form ADV · 2026-02-23SEC adviser record
- Kindinstitutions
- Others nearbyNaples, FL, Chicago, IL
As an employer
- Staff (Form ADV)4 · 3 in investment roles
- Offices in1 country
Where they work
Offices
From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.
| City | People |
|---|---|
| Naples, FL (main office)United States | about 1 |
| Chicago, ILUnited States | 2 |
Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.