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The fee is billed in arrears and is negotiable.","source":"ADV PART 2A-SOUTHERN CAPITAL ADVISORS, LLC, filed 6 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Southern Capital Advisors use?","answer":"Southern Capital Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $631M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 22 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Southern Capital Advisors have?","answer":"Southern Capital Advisors has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Southern Capital Advisors invest in?","answer":"At the end of its last fiscal year, Southern Capital Advisors’ separately managed accounts held 72% registered funds (mutual funds, ETFs, BDCs), 18% cash and equivalents, 9% exchange-traded equities, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% high-yield corporate bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Southern Capital Advisors?","answer":"Southern Capital Advisors’ direct owners are Charles Johnson (75% or more) and Jason Lockridge (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 22 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Southern Capital Advisors get paid?","answer":"Southern Capital Advisors is paid through a percentage of assets under management and hourly charges. 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