RIA IntelAdvisersNorth CarolinaSOUTH ATLANTIC CAPITAL MANAGEMENT GROUP, INC.

SOUTH ATLANTIC CAPITAL MANAGEMENT GROUP, INC.

Advisory

WILMINGTON, NC

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in NC
#450
of 516 advisers by AUM
Average account
$680K
across 111 accounts
AUM per adviser
$76M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM
$76M
1-Year AUM Growth
3-Year CAGR
Employees
2
Assets Under Management
Total AUM$76M
Discretionary AUM$76M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients81
Team
Total Employees2
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InNC, VA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

MOORE INVESTMENT PARTNERS, LLC
CHARLOTTE, NC
$76M
SHEPHERD WEALTH PARTNERS, LLC
$76M
KEEL & LONG FINANCIAL MANAGEMENT, LLC
GREENVILLE, NC
$75M
FAISON CAPITAL LLC
$74M
+0.7% 1Y
GILDER PARTNERS FOR GROWTH, LLC
RALEIGH, NC
$73M
DYER & COMPANY, L.L.C.
CHARLOTTE, NC
$73M

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