Southland Equity Partners provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
Southland Equity Partners reports 1,766 clients. They include 1,731 individual clients and 35 high-net-worth individuals. Of its assets, 100.0% ($891M across 2,754 accounts) are managed with discretion. It advised 12 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 98% | 76% |
| High-net-worth individuals | 2% | 24% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,731 | $676M | 75.8% | $390K |
| High-net-worth individuals | 35 | $216M | 24.2% | $6.16M |
| Total | 1,766 | $891M | 100% | $505K |
- Clients
- 1,731
- Regulatory AUM
- $676M
- AUM share
- 75.8%
- Avg. per client
- $390K
- Clients
- 35
- Regulatory AUM
- $216M
- AUM share
- 24.2%
- Avg. per client
- $6.16M
Total
- Clients
- 1,766
- Regulatory AUM
- $891M
- AUM share
- 100%
- Avg. per client
- $505K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 12
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Southland Equity Partners is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning
- Financial planning is a fixed fee of $500 to $10,000 per project, an hourly fee of $50 to $300, or an asset-based fee that may not exceed 2.25%.
Eric Antrobius owns 75% or more of Southland Equity Partners. The leadership team of Southland Equity Partners includes Chief Compliance Officer Peter Krussel. It has 22 employees, 21 of them in advisory roles.
Leadership
- Peter KrusselChief Compliance Officer
- Eric AntrobiusManaging Member
Investment adviser representatives
25 representatives listed in the SEC register as of 9 October 2026.
Staff
- 22 employees
- 21 in advisory functions
- 22 state-registered reps
- 12 broker-dealer reps
- 20 insurance agents
- Owns 75% or more of Southland Equity Partners, LLC.
Eric Antrobius
Control person · since June 2010
Southland Equity Partners’ regulatory assets grew 2.3× from $395M (March 2021) to $891M (July 2026); clients fell from 1,938 to 1,766 and employees were 22 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $891M | 1,766 | 22 | 18 |
| March 2025 | $785M | 2,696 | 22 | 17 |
| April 2024 | $636M | 2,717 | 22 | 16 |
| May 2023 | $505M | 2,482 | 21 | 16 |
| March 2022 | $561M | 2,323 | 22 | 16 |
| March 2021 | $395M | 1,938 | 22 | 16 |
Besides its headquarters, Southland Equity Partners has 17 offices (6 private residences, listed without an address), with 12 listed addresses across 7 states.
California · 4 listed addresses
- 1065a West Grand Ave, Grover Beach
- 165 Johnson Street, Windsor
- 1101 Sylvan Ave, Modesto
- 1212 Broadway Plaza, Walnut Creek
Ohio · 2 listed addresses
- 7182 Liberty Centre, West Chester
- 37723 Centre Ridge Road, North Ridgeville
Hawaii · 1 listed address
- 1412 Kakae Place, Wailuku
Kentucky · 1 listed address
- 3620 Walden Drive, Lexington
New York · 1 listed address
- 139 Centre Street, New York
Tennessee · 1 listed address
- 1283 S Walnut Ave, Cookeville
West Virginia · 1 listed address
- 311 South Raleigh St, Martinsburg
Choose a state to see its listed addresses.
Other business names
Southland Equity Partners has reported 11 other business names to the SEC.
- Bodwell Financial
- Cedar Row Fiduciary LLC
- Cornerstone Wealth Management
- Crosby Capital Advisors LLC
- Fairwinds Wealth Management
- GRP Weath Strategies Group
- Jackson & Associates Wealth Management
- Leshnak Wealth
- Long Financial Services
- Portico Group
- Wealth Strategies, LLC
Contact and registration details
- Legal name
- Southland Equity Partners, LLC.
- Headquarters
- Not reported
- Website
- southlandep.com
- Phone
- 770-998-5879
- SEC file
- 801-71977
- Structure
- Virginia LLC
- Fiscal year end
- December
Southland Equity Partners does not have custody of client assets.
At year end, Southland Equity Partners’ separately managed accounts were mostly in stocks (60%) and funds (34%).
What the accounts hold
- Stocks60%
- Funds34%
- Bonds3%
- Cash3%
How many clients does Southland Equity Partners have?
Southland Equity Partners has 1,766 clients and manages $891 million for them, as of July 2026. They include 1,731 individual clients and 35 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 July 2026
What services does Southland Equity Partners offer?
Southland Equity Partners provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Southland Equity Partners have?
Southland Equity Partners has 22 investment adviser representatives registered with state securities authorities, out of 22 employees, and 21 perform investment advisory functions. 12 employees are registered representatives of a broker-dealer and 20 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
What does Southland Equity Partners invest in?
At the end of its last fiscal year, Southland Equity Partners’ separately managed accounts held 60% exchange-traded equities, 34% registered funds (mutual funds, ETFs, BDCs), 3% U.S. government and agency bonds and 3% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Southland Equity Partners?
Southland Equity Partners’ direct owner is Eric Antrobius (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 14 July 2026
How does Southland Equity Partners get paid?
Southland Equity Partners 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
How do I contact Southland Equity Partners?
Its phone number is 770-998-5879. Its website is southlandep.com.