Southstate Private Capital Management LLC

Overview

Southstate Private Capital Management LLC is an SEC registered investment adviser based in Columbia, SC, registered since 2013. It reports $5B in assets under management across 1,583 accounts, with 38 employees. It has 29 investment adviser representatives.

Reported AUM

$5B

Discretionary

89%

Accounts

1,583

Average account

$3.1M

Employees

38

Advisory reps

29

Registered since

2013

Jurisdictions

23

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 7

• Shawn Harris Managing Director CRD 5036042
• Brian Alan Barker Chief Investment Officer CRD 4263994
• Kara E Marsh Chief Compliance Officer

4 more executive officers, with direct contact details

Advisory reps 3 of 29

• Jon Peter Ahrens Investment Adviser Rep CRD 4692975
• Brian Alan Barker Investment Adviser Rep CRD 4263994
• William Lewis Barlow Investment Adviser Rep CRD 2817427

26 more advisory reps, with emails, phones and branch locations

Location

Headquarters

520 Gervais St
Columbia, SC 29201

County

Richland

Metro area

Columbia, SC

Region

South

Registrations

• SEC registered
• Registered in 23 jurisdictions
• Website: southstatebank.com

Every state, with registration dates

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