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They include 788 individual clients, 352 high-net-worth individuals, and 4 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 26 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Southern Financial Group offer?","answer":"Southern Financial Group provides financial planning, portfolio management for individuals and small businesses, estate planning, insurance, tax planning, and tax preparation.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Southern Financial Group charge?","answer":"Southern Financial Group charges 0.50%–1.00% a year for its Portfolio Management Fees. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable, has a $300 annual minimum and requires an account of at least $50,000.","source":"SOUTHERN FINANCIAL GROUP, LLC ADV COMPLETE BROCHURE, filed 26 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Southern Financial Group use?","answer":"Southern Financial Group’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $1.05B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Southern Financial Group have?","answer":"Southern Financial Group has 2 investment adviser representatives registered with state securities authorities, out of 8 employees, and 2 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are 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 Financial Group invest in?","answer":"At the end of its last fiscal year, Southern Financial Group’s separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities and 5% cash and equivalents.","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":"Does Southern Financial Group have a minimum investment?","answer":"Yes, Southern Financial Group’s minimum account size for its Portfolio Management Fees is $50K. It charges a $300 annual minimum fee.","source":"SOUTHERN FINANCIAL GROUP, LLC ADV COMPLETE BROCHURE, filed 26 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Southern Financial Group?","answer":"Southern Financial Group’s direct owners are David Painter (25% to 50%) and Christopher Holder (50% to 75%).","source":"Form ADV Part 1A, Schedules A and B, filed 26 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Southern Financial Group get paid?","answer":"Southern Financial Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Southern Financial Group registered with the SEC?","answer":"Yes, Southern Financial Group has been registered with the SEC as an investment adviser since 9 February 2007. Its CRD number is 142644 and its SEC file number is 801-67489.","source":"Form ADV Part 1A, Item 1, filed 26 February 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Southern Financial Group?","answer":"Southern Financial Group’s main office is at 700 Corporate Parkway, Birmingham, AL 35242. Its phone number is 205-383-1415. 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