Southstate Advisory, Inc.

Registered investment advisor · Columbia, South Carolina · CRD #153113

Assets Under Management

$3.8B

Client Accounts

441

Employees

CRD Number

153113

Registration

SEC Registered

Custodian

Southstate Bank, N.a.

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Southstate Advisory, Inc.

SouthState Bank operates a correspondent banking platform through its SouthState Correspondent division. This platform provides educational resources, insights, and thought leadership aimed at supporting community banks and financial executives. It offers a variety of content-driven resources, including articles, podcasts, and events that address key banking challenges such as operations, strategy, payments, and economic outlooks. The SouthState Correspondent division hosts events like the Elev

Fee Structure

Percentage of assets under management Yes

Fixed fees Yes

Hourly charges Yes

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Southstate Advisory, Inc.

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Frequently Asked Questions

What is Southstate Advisory, Inc.'s AUM?

Southstate Advisory, Inc. reports approximately $3.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Southstate Advisory, Inc. headquartered?

Southstate Advisory, Inc. is headquartered in Columbia, South Carolina.

What is Southstate Advisory, Inc.'s CRD number?

Southstate Advisory, Inc.'s CRD number is 153113. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.