SOUTHMORE FINANCIAL ADVISORY LLC

SOUTHMORE FINANCIAL ADVISORY LLC is an SEC-registered investment adviser (CRD 328426). Regulatory assets under management: $1.4M.

Registration

• CRD: 328426
• Type: Registered investment adviser
• Phone: 832-696-8866
• Latest filing: 2026-01-08
• Regulatory AUM: $1.4M
• Discretionary AUM: $1.4M
• Clients: 1
• Accounts: 11

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328426 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search