SOUTHERN CAPITAL SERVICES, INC.

CRD

105582

SEC file #

801-111685

EIN

630833009

DBA names

Southern Capital Services Inc

Economics

AUM

$192.5M

AUM band

$100M-$500M

AUM trajectory

'20 · $102.7M

'21 · $130.5M

'22 · $150.8M

'23 · $176.7M

'25 · $174.1M

'26 · $192.5M

'20'26

$102.7M → $192.5M▲ +87%

sec adv history

Client mix

Individuals Other	331
Individuals High Net Worth	42
Pension Profit Sharing Plans	20
Charitable Organizations	1

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 5 advisors

'21 · 5 advisors

'22 · 5 advisors

'23 · 6 advisors

'25 · 6 advisors

'26 · 6 advisors

'20'26

5 advisors → 6 advisors▲ +20%

sec adv history

Primary office

DAPHNE AL

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Portfolio mgmt — individualsPortfolio mgmt — businesses

Fee basis

% of AUM

Filings

Latest ADV filing

03/23/2026

southerncapitalservices.com

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

NAGER, TERRY, EDWARD

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

NAGER, TERRY, EDWARD

LINDSEY, DAVID, ERLE

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

SOUTHERNCAPITALSERVICES.COM

Rdap Domain Creation Date

2007-08-14T22:01:16Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0000711987

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2026-02-27

Edgar Last Filing Date

2026-04-29

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-29

Accession0002085853-26-000533

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

29000 US HWY 98SUITE 203-BDAPHNE, AL 36526

Business

29000 US HWY 98SUITE 203-BDAPHNE, AL

Edgar EIN

630833009

Edgar Recent Filings

13F-HR2026-04-29 · 0002085853-26-000533

13F-HR2026-02-27 · 0002085853-26-000289

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2027-02-27T11:59:59Z

Rdap Domain Last Changed

2025-02-28T09:56:36Z

Rdap Nameservers

Ns05.domaincontrol.comNs06.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Top Owner CRD

344567

Trust Company Affiliate