{"url":"https://nivawealth.com/firms/southland-equity-partners-154481","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/154481","regulatoryAum":891474518,"crd":"154481","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2421567","suffix":null,"lastName":"ANTROBIUS","firstName":"ERIC","middleName":"DAVID"},{"crd":"4715199","suffix":null,"lastName":"BODWELL","firstName":"JONATHAN","middleName":"HUNTER"},{"crd":"4512517","suffix":null,"lastName":"BOLIN","firstName":"RAYMOND","middleName":"EDWARD"},{"crd":"2933694","suffix":null,"lastName":"CASTILLO","firstName":"ERICH","middleName":"ANDULAN"},{"crd":"2609596","suffix":null,"lastName":"CHIN","firstName":"JUNE","middleName":"YUEJIAO 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Equity Partners, LLC.","displayName":"Southland Equity Partners","slug":"southland-equity-partners-154481","website":"https://southlandep.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Virginia limited liability company","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":["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"],"registration":{"secApproved":"17 November 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BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T06:54:10.193466+00:00","documents":[{"name":"DISCLOSURE BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1034770","versionId":1034770,"submittedOn":"2026-03-31"}]},"custodians":[],"custodyNote":"Southland Equity Partners does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Peter Krussel","title":"Chief Compliance Officer","crd":"2534106"},{"name":"Eric Antrobius","title":"Managing Member","crd":"2421567"}],"ownership":[{"label":"Eric Antrobius","detail":"Managing member in the 75% or more ownership band and a control person, since June 2010."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":17,"privateResidences":6},"listedOfficeAddresses":12,"foreignOffices":[],"officesByState":[{"state":"California","offices":4,"addresses":[{"street":"1065a West Grand Ave","city":"Grover Beach"},{"street":"165 Johnson Street","city":"Windsor"},{"street":"1101 Sylvan Ave","city":"Modesto"},{"street":"1212 Broadway Plaza","city":"Walnut Creek"}]},{"state":"Hawaii","offices":1,"addresses":[{"street":"1412 Kakae Place","city":"Wailuku"}]},{"state":"Kentucky","offices":1,"addresses":[{"street":"3620 Walden Drive","city":"Lexington"}]},{"state":"New York","offices":1,"addresses":[{"street":"139 Centre Street","city":"New York"}]},{"state":"Ohio","offices":2,"addresses":[{"street":"7182 Liberty Centre","city":"West Chester"},{"street":"37723 Centre Ridge Road","city":"North Ridgeville"}]},{"state":"Tennessee","offices":1,"addresses":[{"street":"1283 S Walnut Ave","city":"Cookeville"}]},{"state":"West Virginia","offices":1,"addresses":[{"street":"311 South Raleigh St","city":"Martinsburg"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Southland Equity Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Southland Equity Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Southland Equity Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Southland Equity Partners?","answer":"Southland Equity Partners’ direct owner is Eric Antrobius (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 14 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Southland Equity Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Southland Equity Partners?","answer":"Its phone number is 770-998-5879. Its website is southlandep.com.","source":"Form ADV Part 1A, Item 1.F, filed 14 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}