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Kevin Anthony Price

SOUTHERN OAK CAPITAL, LLC·HOOVER, Alabama
Unclaimed Profile
1200 CORPORATE DRIVE, HOOVER, AL 35242CRD# 6366678Firm CRD# 309933
01

About

Kevin Anthony Price is a registered financial advisor based in HOOVER, 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# 6366678
Firm CRD# 309933
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kevin Anthony Price offer?
Kevin Anthony Price specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in HOOVER, Alabama for a consultation.
What are Kevin Anthony Price's credentials?
Kevin Anthony Price is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin Anthony Price located?
Kevin Anthony Price is based in HOOVER, Alabama, working with SOUTHERN OAK CAPITAL, LLC. Their office serves clients in the HOOVER metropolitan area and surrounding communities.
How does Kevin Anthony Price charge for services?
Kevin Anthony Price'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.
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Other advisors in HOOVER
Lynne A Monk — BW MANAGEMENT, LLCLarry Jason Sims — TRUEWEALTH ADVISORS, LLCPaul Benson Marks — TRUEWEALTH ADVISORS, LLCDorothy Louise Broadhead — TRUEWEALTH ADVISORS, LLCJohn Arthur Strauss — STRAUSS WEALTH ADVISING, INC.
Nearby cities in Alabama
BIRMINGHAM (369)MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)
City Guides
BIRMINGHAM GuideMOBILE GuideHUNTSVILLE GuideMONTGOMERY GuideVESTAVIA HILLS Guide
Research
Advisor Fees in AlabamaNational Fee Analysis
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