Southernsun Asset Management LLC

Southernsun Asset Management LLC (CRD# 154572) is a financial advisory firm headquartered in Memphis, TN. They manage $4,542,321,508 in 2,981 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,542
    MILLION
  • Total Number of Accounts
    2,981
    ACCOUNTS
  • Average Account Value
    $1,523,758
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Southernsun Asset Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Rebecca J. Smith
CRD#: 4245179
6070 Poplar Avenue, Suite 300, Memphis, TN 38119
96
Wealthminder
score

Rebecca Smith (CRD# 4245179) is an Investment Advisor Representative working at Southernsun Asset Management LLC in Memphis, TN and has over 16 years of experience in the finance industry.

2
Michael S. Cross
CRD#: 5653402
6070 Poplar Avenue, Suite 300, Memphis, TN 38119
93
Wealthminder
score

Michael Cross (CRD# 5653402) is an Investment Advisor Representative working at Southernsun Asset Management LLC in Memphis, TN and has over 5 years of experience in the finance industry.

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