AdvisorOS Directory
Claim Profile
SD

Stephanie Devine

SOUTHERN OAK CAPITAL, LLC·BIRMINGHAM, Alabama
Unclaimed Profile
2015 THIRD AVENUE NORTH, BIRMINGHAM, AL 35203CRD# 7525648Firm CRD# 309933
01

About

Stephanie Devine is a registered financial advisor based in BIRMINGHAM, Alabama, affiliated with SOUTHERN OAK CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
SOUTHERN OAK CAPITAL, LLC
SOUTHERN OAK CAPITAL, LLC
AUM
$53M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SOUTHERN OAK CAPITAL, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 7525648
Firm CRD# 309933
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BIRMINGHAM?

Browse all registered financial advisors in BIRMINGHAM, Alabama or claim this profile if it's yours.

Browse BIRMINGHAM AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Stephanie Devine offer?
Stephanie Devine specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in BIRMINGHAM, Alabama for a consultation.
What are Stephanie Devine's credentials?
Stephanie Devine is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephanie Devine located?
Stephanie Devine is based in BIRMINGHAM, Alabama, working with SOUTHERN OAK CAPITAL, LLC. Their office serves clients in the BIRMINGHAM metropolitan area and surrounding communities.
How does Stephanie Devine charge for services?
Stephanie Devine's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUTHERN OAK CAPITAL, LLC?
SOUTHERN OAK CAPITAL, LLC has approximately 3 employees and manages $53M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BIRMINGHAM
Justin Thomas Russell — WAVERLY ADVISORS, LLCBrian B Sullivan — REGIONS INVESTMENT MANAGEMENT, INC.Matthew David Roesch — WAVERLY ADVISORS, LLCRhett Christian Bennett — RESEED FUND MANAGER, LLCJames Samuel Fitch — BRIDGEWORTH, LLC
Nearby cities in Alabama
MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)FAIRHOPE (13)
City Guides
MOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS GuideFAIRHOPE Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile