Southport Capital Inc (Charleston)


Southport Capital Inc is a large advisory firm based in Charleston. It manages $82.45 million of regulatory assets for 97 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, South Carolina, and Tennessee.

Southport Capital provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Southport Capital: assets under management

The assets under management (AUM) of Southport Capital Inc is $82.45 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $82.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $850.02 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Southport Capital Inc for their services and products based on a percentage of assets under management. 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.

Based in Charleston

The principal office where Southport Capital Inc performs its advisory services is located at 134 Meeting Street, Charleston, SC 29401 The mailing address of the firm is P.O. Box 1840, Charleston, SC 29402. An additional office of the firm is in Chattanooga, TN. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 843-853-3807 or by fax 843-853-3808. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday.