Southern Fiduciary Group Inc (Nashville)

Southern Fiduciary Group Inc is a large advisory firm based in Nashville. It manages $291.29 million of regulatory assets for 87 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama and Tennessee.

Southern Fiduciary Group provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Southern Fiduciary Group: assets under management

The assets under management (AUM) of Southern Fiduciary Group Inc is $291.29 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 135% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $291.29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.35 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Southern Fiduciary Group Inc for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Southern Fiduciary Group Inc

Southern Fiduciary Group Inc is owned by Frank M Bumstead. Ernest Nmn Williams has been acting as President since 1 Dec 1980. Judy Lee Potts joined the executive team most recently as the Secretary.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Ernest Nmn Williams	President/chairman	1 Dec 1980	75% - 100%	4331411
Judy Lee Potts	Secretary	1 May 1984	Other	4331443
Frank M Bumstead	Owner	1 Jan 1986	Other	4332755

Based in Nashville

The principal office where Southern Fiduciary Group Inc performs its advisory services is located at Tower One, American Center, Suite 1275, Nashville, TN 37203 The mailing address of the firm is P.O. Box 158947, Nashville, TN 37215 8947. It doesn’t run an office outside of the United States.