SourcingSourcing

SOUTHERN FINANCIAL GROUP, LLC

C36
CRD 142644·SEC 801-67489·BIRMINGHAM, AL
AUM
$1.05B
$1B+
Est. Revenue
$10.5M
@ 1% on AUM
Est. EBITDA
$3.2M
@ 30% margin
Est. Deal Value
$25.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SOUTHERN FINANCIAL GROUP, LLC
CRD
142644
SEC file #
801-67489
EIN
—
DBA names
—

Economics

AUM
$1.05B
AUM band
$1B+
AUM trajectory
'20'26
$535.6M → $1.05B▲ +96%
Client mix
Individuals Other788
Individuals High Net Worth352
Corporations4
Charitable Organizations2

Operations

Employees (total)
8
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
BIRMINGHAM AL
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/26/2026
ADV-W filed at
—
Website
thesouthernfinancialgroup.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HOLDER, CHRISTOPHER, TODD
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HOLDER, CHRISTOPHER, TODD
PAINTER, DAVID, FRANKLIN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
THESOUTHERNFINANCIALGROUP.COM
Rdap Domain Creation Date
2006-11-08T13:29:47Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Fidelity4
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-11-08T13:29:47Z
Rdap Domain Last Changed
2024-09-10T14:49:46Z
Rdap Nameservers
Ns71.worldnic.comNs72.worldnic.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Transfer Prohibited
Top Owner CRD
2444532
Trust Company Affiliate
No

People (3)

3
HOLDER, CHRISTOPHER, TODD
IAR · Direct Owner · 62.5%
2444532
PAINTER, DAVID, FRANKLIN
IAR · Direct Owner · 37.5%
2440620
ADAM DEXTER JENKINS
IAR
6550197