SOUTHERN INVESTMENT MANAGEMENT COLLECTIVE LLC

SOUTHERN INVESTMENT MANAGEMENT COLLECTIVE LLC is an SEC-registered investment adviser (CRD 325965). Regulatory assets under management: $65.6M.

Registration

• CRD: 325965
• Type: Registered investment adviser
• Phone: 919-602-1571
• Latest filing: 2026-02-12
• Regulatory AUM: $65.6M
• Discretionary AUM: $61.6M
• Non-discretionary AUM: $4.0M
• Clients: 1
• Accounts: 126

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325965 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search