SourcingSourcing

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

C23
CRD 165306·SEC 801-77650·COLUMBIA, SC
AUM
$4.96B
$1B+
Est. Revenue
$49.6M
@ 1% on AUM
Est. EBITDA
$14.9M
@ 30% margin
Est. Deal Value
$119.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC
CRD
165306
SEC file #
801-77650
EIN
—
DBA names
—

Economics

AUM
$4.96B
AUM band
$1B+
AUM trajectory
'20'26
$1.00B → $4.96B▲ +395%
Client mix
Individuals Other346
Individuals High Net Worth219
Pension Profit Sharing Plans91
Charitable Organizations33
Corporations23

Operations

Employees (total)
38
Advisory staff (per ADV)
27
Advisory staff (5-yr trend)
'20'26
11 advisors → 27 advisors▲ +145%
Primary office
COLUMBIA SC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SOUTHSTATE BANK, N.A.
Top Owner Pct
87.5
Owner Count
8
Control Persons
SOUTHSTATE BANK, N.A.
BARKER, BRIAN, ALAN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0000764038
Edgar Registered
Yes
Edgar Filing Count
1,000
Edgar First Filing Date
2019-05-15
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
30
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0001104659-26-055307
Edgar Xbrl Assets Latest
Value Usd67,197,412,000
Fiscal Year End2025-12-31
Edgar Sic Description
State Commercial Banks
Edgar Former Names
SouthState Corp
SOUTH STATE Corp

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1581
Soi Zip Pct 200k Plus
0.0497
Soi Zip Returns 200k Plus
330
Soi Zip Total AGI
455,713
Fdic Zip Total Deposits
215,298,336,000
Fdic Zip Branch Count
665
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

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
27
Bc Firm IAR Count
27
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
1101 FIRST STREET SOUTH, SUITE 202WINTER HAVEN, FL 33880
Business
1101 FIRST STREET SOUTH, SUITE 202WINTER HAVEN, FL 33880
Edgar EIN
393424417
Edgar Recent Filings
42026-05-05 · 0001656206-26-000002
42026-05-05 · 0001548623-26-000003
Edgar Sic
6022
Fdic Zip Branches Raw
NationsBank of South Carolina, National AssociationColumbia, SC
NationsBank of South Carolina, National AssociationColumbia, SC
Fdic Zip HHI
2148.73
Fdic Zip Top Bank Share Pct
40.21
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI31,167
Returns2,490
Stub 2
AGI59,414
Returns1,640
Stub 3
AGI57,998
Returns950
Soi Zip Total Business Income
16,130
Soi Zip Total Cap Gains
27,352
Soi Zip Total Dividends
9,343
Soi Zip Total Returns
6,640
Trust Company Affiliate
No

People (30)

30
David Murray Kirkpatrick
IAR · Executive Officer · 2.5%
6578390
SHAWN HARRIS
IAR · Executive Officer · 2.5%
5036042
BRIAN ALAN BARKER
IAR · Executive Officer · 2.5%
4263994
GARDNER, KELLY
Executive Officer · 2.5%
6932539
RAYMOND MARCUS HRIN
Executive Officer · 2.5%
2784349
LOUNSBURY, ELISABETH, C
Executive Officer · 2.5%
5154091
DONNA SAWYER MURRAY
IAR
2709321
ROBERT BOLLING FAUNTLEROY
IAR
2105777
MARTIN CADENHEAD MCWILLIAMS
IAR
5350180
WILLIAM LEWIS BARLOW
IAR
2817427
JENNIFER AHENDT THOMPSON
IAR
4537271
Ethan Earl
IAR
8138743
Matthew Conner Day
IAR
7130868
Kyle Brooks Dwyer
IAR
7154060
Marion Franklin Sanders
IAR
7358505
REBECCA LEIGH PAGE
IAR
5109994
SAMUEL I OGBONNA
IAR
5737630
JON PETER AHRENS
IAR
4692975
PETER KEILMAN
IAR
4165982
DARRELL EUGENE LAING
IAR
2285715
JENNA MARIE RICCI
IAR
7180699
Christopher John Frey
IAR
3142020
GILES RUDOLPH ARTHUR FOX
IAR
4519997
JOSEPH TERENCE KEATING
IAR
3215525
Eric Jason Walker
IAR
8245199
STEVEN F WICKLINE
IAR
5457311
JOSHUA DAVID FORKEY
IAR
4691324
JASON Enrico ROMERO
IAR
5866430
ROBIN SMITH ROSEMAN
IAR
2722217
WILLIAM HAROLD BEECHER
IAR
4246799