SourcingSourcing

SOUTH GEORGIA CAPITAL, LLC

B58
CRD 146765·SEC 801-69943·NAPERVILLE, IL
AUM
$134.0M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$402K
@ 30% margin
Est. Deal Value
$3.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SOUTH GEORGIA CAPITAL, LLC
CRD
146765
SEC file #
801-69943
EIN
204046363
DBA names
Stone Island Financial Planning

Economics

AUM
$134.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$120.0M → $134.0M▲ +12%
Client mix
Individuals High Net Worth119
Individuals Other28
Charitable Organizations1

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
4 advisors → 3 advisors▼ -25%
Primary office
NAPERVILLE IL
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed feesPerformance-based fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
stoneislandfp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCALISTER, MICHAEL,
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MCALISTER, MICHAEL,
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
STONEISLANDFP.COM
Rdap Domain Creation Date
2018-09-21T17:27:07Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001600219
Edgar Registered
Yes
Edgar Filing Count
9
Edgar First Filing Date
2014-02-14
Edgar Last Filing Date
2015-11-10
Edgar 13f Count
9
Edgar 13f Latest AUM Estimate
Filing Date2015-11-10
Accession0001600219-15-000006

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Pershing4
E*trade4
Edgar Addresses
Mailing
2135 CITY GATE LANE, SUITE 460NAPERVILLE, IL 60563
Business
2135 CITY GATE LANE, SUITE 460NAPERVILLE, IL 60563
Edgar EIN
204046363
Edgar Recent Filings
13F-HR2015-11-10 · 0001600219-15-000006
13F-HR2015-08-11 · 0001600219-15-000005
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-09-21T17:27:07Z
Rdap Domain Last Changed
2023-09-22T18:31:50Z
Rdap Nameservers
Ns11.domaincontrol.comNs12.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4531504
Trust Company Affiliate
Yes

People (2)

2
MCALISTER, MICHAEL,
IAR · Direct Owner · 87.5%
4531504
Adam James Oliver
IAR
7801146