Southernsun Asset Management LLC

Southernsun Asset Management LLC (CRD# 154572) is a financial advisory firm headquartered in Memphis, TN. They manage $4,187,274,847 in 2,256 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,187
    MILLION
  • Total Number of Accounts
    2,256
    ACCOUNTS
  • Average Account Value
    $1,856,062
Compensation Options
  • A percentage of assets under your management
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
175 Toyota Plaza, Suite 800, Memphis, TN 38103
96
Wealthminder
score

Rebecca Smith (CRD# 4245179) is an Investment Advisor Representative working at Southernsun Asset Management LLC in Memphis, TN and has over 17 years of experience in the finance industry.

2
Michael S. Cross
CRD#: 5653402
175 Toyota Plaza, Suite 800, Memphis, TN 38103
93
Wealthminder
score

Michael Cross (CRD# 5653402) is an Investment Advisor Representative working at Southernsun Asset Management LLC in Memphis, TN and has over 7 years of experience in the finance industry.

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