Southern Capital Advisors, LLC

Overview

Southern Capital Advisors, LLC is an SEC registered investment adviser based in Jackson, TN, registered since 2018. It reports $637M in assets under management across 2,147 accounts, with 6 employees. It has 6 investment adviser representatives.

Reported AUM

$637M

Discretionary

100%

Accounts

2,147

Average account

$297K

Employees

6

Advisory reps

6

Registered since

2018

Jurisdictions

8

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

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

Fee structure

Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 2 of 2

• Charles Lee Johnson Managing Member CRD 4624837
• Jason B Lockridge Member, Chief Compliance Officer CRD 5094838

Advisory reps 3 of 6

• Bennie Mark Coffman Investment Adviser Rep CRD 7428206
• Alexia Desiree Hearn Investment Adviser Rep CRD 8266626
• Charles Lee Johnson Investment Adviser Rep CRD 4624837

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

Location

Headquarters

3801 N Highland Ave
Jackson, TN 38305

County

Madison

Metro area

Jackson, TN

Region

South

Registrations

• SEC registered
• Registered in 8 jurisdictions
• Website: southernadvisor.com

Every state, with registration dates

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