Wealth Manager
    SEC Registered
    Manages Private Funds

    Southstate Private Capital Management LLC

    Registered investment advisor · Columbia, South Carolina · CRD #165306

    Assets Under Management
    $5B
    Client Accounts
    1,583
    Employees
    38
    CRD Number
    165306
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

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

    About Southstate Private Capital Management LLC

    Private Capital Management, LLC is an investment advisory firm offering portfolio construction, financial analysis, and wealth management services. Founded in 1986, it operates with a focus on fundamental value investing and manages over $1 billion in assets for 415 clients. The firm emphasizes customized, commission-free services.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Southstate Private Capital Management LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Southstate Private Capital Management LLC's AUM?

    Southstate Private Capital Management LLC reports approximately $5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Southstate Private Capital Management LLC headquartered?

    Southstate Private Capital Management LLC is headquartered in Columbia, South Carolina.

    What is Southstate Private Capital Management LLC's CRD number?

    Southstate Private Capital Management LLC's CRD number is 165306. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Southstate Private Capital Management LLC manage?

    Southstate Private Capital Management LLC manages approximately 1,583 client accounts according to its latest SEC filing.

    Is Southstate Private Capital Management LLC SEC registered?

    Yes, Southstate Private Capital Management LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in South Carolina

    Lpl Financial LLC
    Fort Mill, SC · $819.1B AUM
    Greystar Investment Group, LLC
    Charleston, SC · $36.5B AUM
    Lpl Enterprise, LLC
    Fort Mill, SC · $24.9B AUM
    Apollon Wealth Management, LLC
    Mount Pleasant, SC · $11.6B AUM
    Performa Limited (US), LLC
    Charleston, SC · $4.5B AUM
    Permcap Investment Office
    Charleston, SC · $4B AUM
    See all top RIA firms in South Carolina →

    Research firms like Southstate Private Capital Management LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial