# SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC of COLUMBIA, SC is an SEC-registered investment adviser.

## Registration

- CRD: 165306
- Type: SEC-registered investment adviser
- SEC file number: 801-77650
- Location: 520 GERVAIS STREET, COLUMBIA, SC, 29201
- Phone: 803-231-3492
- Latest filing: 2026-07-01
- Regulatory AUM: $5.0B
- Discretionary AUM: $4.4B
- Non-discretionary AUM: $555.1M
- Clients: 38
- Accounts: 1,583

## Business model

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

## Officers, owners & control persons (23)

| Name | Role | Location |
| --- | --- | --- |
| Shawn Harris | MANAGING DIRECTOR; SENIOR MANAGING DIRECTOR | Hamilton, OH |
| Kelly Gardner | DIRECTOR OF RETIREMENT PLAN SERVICES | Berkeley, CA |
| Elisabeth C Lounsbury | DIRECTOR OF OPERATIONS | — |
| Kara E Marsh | CHIEF COMPLIANCE OFFICER | — |
| David Murray Kirkpatrick | MANAGING DIRECTOR; VICE PRESIDENT | — |
| Brian Alan Barker | CHIEF INVESTMENT OFFICER | — |
| Raymond Marcus Hrin | DIRECTOR OF WEALTH COMPLIANCE AND OPERATIONS | — |
| Collin James Schmidt | CO-PRESIDENT & MANAGING DIRECTOR | — |
| Kevin B Mcculley | CO-PRESIDENT & CHIEF INVESTMENT OFFICER | — |
| WAGNER GARY ANDREW | CHIEF COMPLIANCE OFFICER; MANAGING PRINCIPAL | — |
| SCHMIDT PHILLIP JAMES | CO-PRESIDENT & MANAGING DIRECTOR; EXECUTIVE COMMITTEE MEMBER; MANAGING DIRECTOR | — |
| MEADE THOMAS EARL | PRESIDENT | — |
| TAYLOR CHERYL LYNN | CHIEF COMPLIANCE OFFICER; INTERIM CHIEF COMPLIANCE OFFICER; SVP, COMPLIANCE MANAGER/CHIEF COMPLIANCE OFFICER | — |
| HALKETT KIMBERLY ANN | CCO | — |
| HOWARD NATHAN ROBERT | CHIEF COMPLIANCE OFFICER AND OPERATING OFFICER; CHIEF COMPLIANCE OFFICER AND OPERATING OFFICER & EXECUTIVE COMMITTEE MEMBER | — |
| APT JUSTIN RICHARD | CHIEF COMPLIANCE OFFICER & MANAGING PRINCIPAL & EXECUTIVE COMMITTEE MEMBER; MANAGING PRINCIPAL; MANAGING PRINCIPAL & EXECUTIVE COMMITTEE MEMBER (+2 more) | — |
| GOODRUM JULIE ANN | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | — |
| BYLOVAS LAURA SULLIVAN | VP, COMPLIANCE MANAGER/CHIEF COMPLIANCE OFFICER | — |
| COONS KATHERINE ANNE | CHIEF COMPLIANCE OFFICER | — |
| LAING DARRELL EUGENE | EXECUTIVE COMMITTEE MEMBER | — |
| MCCULLEY KEVIN B | CHIEF INVESTMENT OFFICER; CO-PRESIDENT & CHIEF INVESTMENT OFFICER | — |
| LOUNSBURY ELISABETH C | DIRECTOR OF OPERATIONS | — |
| MARSH KARA E | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165306/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165306/similar
- Related entities: https://search.stillhousedata.com/firm/165306/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165306

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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.