RIA Intel›Advisers›Connecticut›SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC

SOUTHPORT STATION FINANCIAL MANAGEMENT, LLC

Advisory

N·SOUTHPORT, CT

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$192M
1-Year AUM Growth
+10.7%
3-Year CAGR
+3.0%
Employees
3
Assets Under Management
Total AUM$192M
Discretionary AUM$156M
Non-Discretionary AUM$36M
Discretionary %81.3%
Total Clients215
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record38
First FilingFeb 7, 2008
Latest FilingMar 24, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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