# SOUTHCOL ADVISORS, LLC

SOUTHCOL ADVISORS, LLC of NAPLES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 308154
- Type: SEC-registered investment adviser
- SEC file number: 801-118783
- Location: 15910 OLD 41 NORTH, SUITE 220, NAPLES, FL, 34110
- Phone: 239-228-8747
- Latest filing: 2026-02-23
- Regulatory AUM: $208.7M
- Discretionary AUM: $208.7M
- Clients: 4
- Accounts: 37

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| James Winfield Lumberg | FOUNDER AND PRINCIPAL | — |
| Victoria Lynn Delucia | CHIEF COMPLIANCE OFFICER | — |
| LUMBERG JAMES WINFIELD | FOUNDER AND PRINCIPAL | — |
| OLSON VICTORIA LYNN | CHIEF COMPLIANCE OFFICER | — |
| DELUCIA VICTORIA LYNN | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| CHICAGO | IL | 2 | 239-228-8747 |
| CHICAGO | IL | 2 | 239-228-8747 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/308154/brochure
- Similar advisers: https://search.stillhousedata.com/firm/308154/similar
- Related entities: https://search.stillhousedata.com/firm/308154/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/308154

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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.