RIA Intel›Advisers›Florida›SOUTHERN TRUST FINANCIAL PLANNING, INC.

SOUTHERN TRUST FINANCIAL PLANNING, INC.

Advisory

N·SARASOTA, FL

Data as of Mar 31, 2021 · Source: SEC Form ADV

Total AUM
$189M
1-Year AUM Growth
+29.5%
3-Year CAGR
+17.8%
Employees
4
Assets Under Management
Total AUM$189M
Discretionary AUM$189M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients—
Team
Total Employees4
Investment Advisers7
Employee Growth (1Y)—
Filing History
Total Filings on Record21
First FilingOct 30, 2009
Latest FilingMar 31, 2021
🔒 Full AUM trend chart and 21 historical filings spanning 12+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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