SEC-registered investment advisers in Southport
4 SEC-registered investment advisers are headquartered in Southport, CT, with $1.77B in combined regulatory assets under management. 3 are financial advisor firms; the rest are broker-dealers, other kinds of wealth firm, or fund and institutional managers.
- 4
- Investment advisers
- $1.77B
- Combined regulatory AUM
- 3
- Financial advisor firms
All 4 advisers
By regulatory assets under management.
| Firm | Type | Regulatory AUM |
|---|---|---|
| Stormfield Capital | Private funds | $776M |
| 5th Street Advisors | RIA | $524M |
| Charter Research & Investment Group | RIA | $275M |
| Southport Station Financial Management | RIA | $192M |
Southport at a glance
Advisers headquartered here, by type
4
advisers
- Financial advisor firms (RIAs)$992M regulatory AUM3 (75%)
- Private fund managers$776M regulatory AUM1 (25%)
Other cities in Connecticut
- Greenwich133
- Stamford110
- Westport41
- Darien24
- Hartford15
- Norwalk13
- Old Greenwich13
- Glastonbury12
- Farmington10
- Shelton10
- West Hartford9
- New Canaan7