# SOUTHMORE FINANCIAL ADVISORY LLC

SOUTHMORE FINANCIAL ADVISORY LLC is an SEC-registered investment adviser.

## Registration

- CRD: 328426
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328426/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328426/similar
- Related entities: https://search.stillhousedata.com/firm/328426/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328426

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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.