# SOUTHERN STYLE FINANCIAL, INC.

SOUTHERN STYLE FINANCIAL, INC. of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 173836
- Type: SEC-registered investment adviser
- SEC file number: 801-123021
- Location: 7187 NAVAJO ROAD, SUITE B, SAN DIEGO, CA, 92119
- Phone: (619) 419-0238
- Latest filing: 2024-02-27
- Regulatory AUM: $168.0M
- Discretionary AUM: $150.3M
- Non-discretionary AUM: $17.7M
- Clients: 6
- Accounts: 985

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| KLINE BRIGAND WADE | CHIEF OPERATIONS OFFICER | — |
| KLINE KRISTEN NICOLE | PRINCIPAL, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173836/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173836/similar
- Related entities: https://search.stillhousedata.com/firm/173836/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173836

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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.