Southport Capital, Inc.

Southport Capital, Inc. (CRD# 113364) is a financial advisory firm headquartered in Chattanooga, TN. They manage $315,472,629 in 1,123 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    315
    MILLION
  • Total Number of Accounts
    1,123
    ACCOUNTS
  • Average Account Value
    $280,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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.

CA, FL, GA, IN, KY, LA, NC, NV, NY, SC, TN, TX, VA

Financial Advisors at Southport Capital, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
James C. Parker
CRD#: 2793582
100 W. Mlk Blvd. Suite 300, Suite 300, Chattanooga, TN 37402
93
Wealthminder
score

James Parker (CRD# 2793582) is an Investment Advisor Representative working at Southport Capital, Inc. in Chattanooga, TN and has over 20 years of experience in the finance industry.

2
Lynne A. Witmer
CRD#: 4665577
100 W. Mlk Blvd. Suite 300, Suite 300, Chattanooga, TN 37402
93
Wealthminder
score

Lynne Witmer (CRD# 4665577) is an Investment Advisor Representative working at Southport Capital, Inc. in Chattanooga, TN and has over 13 years of experience in the finance industry.

3
Daniel M. Moas
CRD#: 6468110
1801 Avenue Of The Stars, Suite 802, Los Angeles, CA 90067
87
Wealthminder
score

Daniel Moas (CRD# 6468110) is an Investment Advisor Representative working at Southport Capital, Inc. in Los Angeles, CA and has 1 year of experience in the finance industry.

4
Michael J. Mooney
CRD#: 4037101
100 W. Mlk Blvd. Suite 300, Suite 300, Chattanooga, TN 37402
83
Wealthminder
score

Michael Mooney (CRD# 4037101) is an Investment Advisor Representative working at Southport Capital, Inc. in Chattanooga, TN and has over 9 years of experience in the finance industry.

5
Britt F. Wright
CRD#: 4275139
228 Franklin Street, Mount Airy, NC 27030
83
Wealthminder
score

Britt Wright (CRD# 4275139) is an Investment Advisor Representative working at Southport Capital, Inc. in Mount Airy, NC and has over 15 years of experience in the finance industry.

6
Darold C. Brooks
CRD#: 839352
100 W. Mlk Blvd. Suite 300, Suite 300, Chattanooga, TN 37402
74
Wealthminder
score

Darold Brooks (CRD# 839352) is an Investment Advisor Representative working at Southport Capital, Inc. in Chattanooga, TN and has over 36 years of experience in the finance industry. Darold Brooks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Bryan C. Wisda
CRD#: 4347213
10940 Wilshire Boulevard, Suite 1600, Los Angeles, CA 90024
71
Wealthminder
score

Bryan Wisda (CRD# 4347213) is an Investment Advisor Representative working at Southport Capital, Inc. in Los Angeles, CA and has over 15 years of experience in the finance industry. Bryan Wisda has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
James W. Woods
CRD#: 734272
1870 The Exchange, Suite 100, Atlanta, GA 30339
71
Wealthminder
score

James Woods (CRD# 734272) is an Investment Advisor Representative working at Southport Capital, Inc. in Atlanta, GA and has over 29 years of experience in the finance industry.

9
Penny G. Flippen
CRD#: 2742088
228 Franklin Street, Mount Airy, NC 27030
63
Wealthminder
score

Penny Flippen (CRD# 2742088) is an Investment Advisor Representative working at Southport Capital, Inc. in Mount Airy, NC and has over 18 years of experience in the finance industry.

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