RIA Intel›Advisers›Georgia›SOUTHERN INCOMES, LLC

SOUTHERN INCOMES, LLC

Advisory

GA

Data as of Mar 12, 2026 · Source: SEC Form ADV

Rank in GA
#598
of 607 advisers by AUM
AUM change, 1 year
-5.5%
33rd percentile in GA
AUM CAGR, 3 year
-2.5%
compound annual growth
Average account
$331K
across 148 accounts
AUM per adviser
$49M
1 advisers
Filing history
14
filings since 2005

Source: SEC Form ADV. Figures as filed Mar 12, 2026.

Total AUM
$49M
1-Year AUM Growth
-5.5%
3-Year CAGR
-2.5%
Employees
1
Assets Under Management
Total AUM$49M
Discretionary AUM$49M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients58
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record14
First FilingMar 31, 2005
Latest FilingMar 12, 2026
Full AUM trend chart and 14 historical filings spanning 21+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InGA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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