# SOUTHERN TRUST FINANCIAL PLANNING, INC.

SOUTHERN TRUST FINANCIAL PLANNING, INC. of SARASOTA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 131377
- Type: SEC-registered investment adviser
- SEC file number: 801-70791
- Location: 1943 MORRILL STREET, SUITE 1, SARASOTA, FL, 34236
- Phone: 941-308-0041
- Latest filing: 2021-03-31
- Regulatory AUM: $188.6M
- Discretionary AUM: $188.6M
- Clients: 7
- Accounts: 693

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| WOLFF MARC STEVEN | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131377/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131377/similar
- Related entities: https://search.stillhousedata.com/firm/131377/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131377

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.