Southcol Advisors

Southcol Advisors (CRD# 308154) is a financial advisory firm headquartered in Naples, FL. They manage $126,887,845 in 25 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
15910 Old 41 North, Suite 220, Naples, FL 34110
https://www.linkedin.com/company/southcol-advisors/
By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $5,075,514
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IL, TX

Financial Advisors at Southcol Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Jeanne Enright, financial advisor Glen Ellyn IL
Jeanne A. Enright
CRD#: 1368821
Glen Ellyn, IL

Jeanne Enright (CRD# 1368821) is an Investment Advisor Representative working at Southcol Advisors in Glen Ellyn, IL and has over 22 years of experience in the finance industry.

2
James Lumberg, financial advisor Naples FL
James W. Lumberg
CRD#: 2162416
15910 Old 41 North, Suite 220, Naples, FL 34110

James Lumberg (CRD# 2162416) is an Investment Advisor Representative working at Southcol Advisors in Naples, FL and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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