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James Winfield Lumberg

SOUTHCOL ADVISORS, LLC·NAPLES, Florida
Clean recordSOUTHCOL ADVISORS, LLC
15910 OLD 41 NORTH, NAPLES, FL 34110CRD# 2162416Firm CRD# 308154

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Winfield Lumberg · NAPLES, FL
Registration
CRD #2162416 · SOUTHCOL ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Winfield Lumberg is a registered financial advisor based in NAPLES, Florida, affiliated with SOUTHCOL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
SOUTHCOL ADVISORS, LLC
SOUTHCOL ADVISORS
AUM
$127M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SOUTHCOL ADVISORS, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2162416
Firm CRD# 308154
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Winfield Lumberg offer?
James Winfield Lumberg specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NAPLES, Florida for a consultation.
What are James Winfield Lumberg's credentials?
James Winfield Lumberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Winfield Lumberg located?
James Winfield Lumberg is based in NAPLES, Florida, working with SOUTHCOL ADVISORS, LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.
How does James Winfield Lumberg charge for services?
James Winfield Lumberg's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUTHCOL ADVISORS, LLC?
SOUTHCOL ADVISORS, LLC has approximately 4 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SOUTHCOL ADVISORS, LLC

Victoria Lynn Delucia
NAPLES, FL

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