SOUTHCOL ADVISORS, LLC of NAPLES, FL is an SEC-registered investment adviser (CRD 308154). Regulatory assets under management: $208.7M.
Compensation: % of AUM.
Clients served: High net worth, Pooled vehicles, Charities.
| 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 | — |
| City | State | Employees | Phone |
|---|---|---|---|
| CHICAGO | IL | 2 | 239-228-8747 |
| CHICAGO | IL | 2 | 239-228-8747 |