# SOUTHSTATE ADVISORY, INC.

SOUTHSTATE ADVISORY, INC. of COLUMBIA, SC is an SEC-registered investment adviser.

## Registration

- CRD: 153113
- Type: SEC-registered investment adviser
- SEC file number: 801-71264
- Location: 520 GERVAIS ST, COLUMBIA, SC, 29201
- Phone: 803-231-3492
- Latest filing: 2025-03-27
- Regulatory AUM: $3.8B
- Discretionary AUM: $3.3B
- Non-discretionary AUM: $497.3M
- Clients: 22
- Accounts: 441

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (20)

| Name | Role | Location |
| --- | --- | --- |
| David Murray Kirkpatrick | DIRECTOR | — |
| Brian Alan Barker | DIRECTOR | — |
| Raymond Marcus Hrin | CHIEF COMPLIANCE OFFICER | — |
| SANDERS EUGENE WILLIAM | PRESIDENT | — |
| HRIN RAYMOND MARCUS | CHIEF COMPLIANCE OFFICER | — |
| RYAN WILLIAM EDWARD | PRESIDENT | — |
| MERRIMAN WILLIAM PATRICK | DIRECTOR | — |
| OWENS MARK ALAN | VICE PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| VROON DANIEL SCOTT | DIRECTOR | — |
| HALL RICHARD WAYNE | DIRECTOR | — |
| JEX LORA LEE | DIRECTOR | — |
| JACQUES JOHN | DIRECTOR | — |
| RAINWATER KEITH SHEPHERD | DIRECTOR | — |
| GOLDING JOHN NOBLE | DIRECTOR; PRESIDENT, DIRECTOR | — |
| LAPOINTE GREGORY ALLEN | DIRECTOR | — |
| HALL JAMES DALE | DIRECTOR | — |
| BARKER BRIAN ALAN | DIRECTOR | — |
| GARDNER KELLY | DIRECTOR | — |
| Minton Roxanna Marshall Tinsley | DIRECTOR | — |
| Kirkpatrick David Murray | DIRECTOR | — |


## Branch offices (16)

_Showing 15 of 16 offices._

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CHARLESTON | SC | 2 | 843-884-3912 |
| GREENVILLE | SC | 2 | 864-342-4903 |
| RICHMOND | VA | 2 | 804-412-7988 |
| CHARLESTON | SC | 2 | 843-884-3912 |
| GREENVILLE | SC | 2 | 864-342-4903 |
| RICHMOND | VA | 2 | 804-412-7988 |
| DANIEL ISLAND | SC | 1 | 843-937-4345 |
| BIRMINGHAM | AL | 1 | 205-968-2924 |
| SAVANNAH | GA | 1 | 912-629-6640 |
| AUGUSTA | GA | 1 | 706-739-1085 |
| BIRMINGHAM | AL | 1 | 205-968-2924 |
| AUGUSTA | GA | 1 | 706-739-1085 |
| SPARTANBURG | SC | 1 | 864-341-4901 |
| SPARTANBURG | SC | 1 | 864-341-4901 |
| DANIEL ISLAND | SC | 1 | 843-937-4345 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/153113/brochure
- Similar advisers: https://search.stillhousedata.com/firm/153113/similar
- Related entities: https://search.stillhousedata.com/firm/153113/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/153113

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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.