RIA Intel›Advisers›Alabama›SOUTHERN WEALTH BUILDERS LLC

SOUTHERN WEALTH BUILDERS LLC

Advisory

AL

Data as of Jun 30, 2026 · Source: SEC Form ADV

Average account
$100K
across 26 accounts
AUM per adviser
$3M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 30, 2026.

Total AUM
$3M
Discretionary %
100%
Clients
26
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$3M
Discretionary AUM$3M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients26
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAL
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AL

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

RICHARD K. E. AKINYEMI
MONTGOMERY, AL
$3M
LAMONT TRADING ADVISORS, INC.
HUNTSVILLE, AL
$2M
STILL WATERS INVESTMENT STRATEGIES LLC
$2M
364 INVESTING, LLC
$2M
NORTH RIVER GROUP, LLC
BIRMINGHAM, AL
$3M
LEGACY CAPITAL PARTNERS LLC
BIRMINGHAM, AL
$2M

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