SOUTHERN WEALTH BUILDERS

SOUTHERN WEALTH BUILDERS is an SEC-registered investment adviser (CRD 326800). Regulatory assets under management: $2.6M.

Registration

• CRD: 326800
• Type: Registered investment adviser
• Phone: 205-427-3363
• Latest filing: 2026-06-30
• Regulatory AUM: $2.6M
• Discretionary AUM: $2.6M
• Clients: 1
• Accounts: 26

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, 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 326800 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search