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David Murray Kirkpatrick

SOUTHSTATE ADVISORY, INC.·COLUMBIA, South Carolina
Clean record10 years registeredSOUTHSTATE ADVISORY, INC.
520 GERVAIS ST, COLUMBIA, SC 29201CRD# 6578390Firm CRD# 153113

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
David Murray Kirkpatrick · COLUMBIA, SC
Registration
CRD #6578390 · SOUTHSTATE ADVISORY, INC. · 10 years registered
Brand Profile
Not yet started
01

Career History

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC
Jan 2026 – present
SOUTHSTATE ADVISORY, INC.
Feb 2017 – Feb 2026
COLUMBIA, SC
MINIS & COMPANY
Nov 2015 – May 2019
Columbia, SC
02

Registrations & Exams

Registration record
First registered · November 3, 2015
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SOUTHSTATE ADVISORY, INC.
CRD 153113 · SEC 801-71264
AUM
$3.4B
Regulatory assets under management
Employees
20
420 client accounts
Services offered by SOUTHSTATE ADVISORY, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SOUTHSTATE ADVISORY, INC. →
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05

Frequently Asked Questions

What services does David Murray Kirkpatrick offer?
David Murray Kirkpatrick specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLUMBIA, South Carolina for a consultation.
What are David Murray Kirkpatrick's credentials?
David Murray Kirkpatrick is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Murray Kirkpatrick located?
David Murray Kirkpatrick is based in COLUMBIA, South Carolina, working with SOUTHSTATE ADVISORY, INC.. Their office serves clients in the COLUMBIA metropolitan area and surrounding communities.
How does David Murray Kirkpatrick charge for services?
David Murray Kirkpatrick's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SOUTHSTATE ADVISORY, INC.?
SOUTHSTATE ADVISORY, INC. has approximately 20 employees and manages $3.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SOUTHSTATE ADVISORY, INC.

Brian Alan Barker
COLUMBIA, SC
Eugene William Sanders
CHARLESTON, SC
John Noble Golding
COLUMBIA, SC
Thomas Edward Ryan
CHARLESTON, SC
Raymond Marcus Hrin
COLUMBIA, SC

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Research
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