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SOUTHERN OAK CAPITAL, LLC
SOUTHERN OAK CAPITAL, LLC
HOOVER, Alabama
·
4 registered advisors
·
CRD# 309933
SEC# 801-123321
0
(504) 250-9902
01
Firm Overview
AUM
$53M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at SOUTHERN OAK CAPITAL, LLC
4 registered advisors
Christopher Devine
BIRMINGHAM, Alabama
CRD# 7316974
Kevin Anthony Price
HOOVER, Alabama
CRD# 6366678
Stephanie Devine
BIRMINGHAM, Alabama
CRD# 7525648
Tonia M Ayers
BIRMINGHAM, Alabama
CRD# 7525646
05
Office Locations
BIRMINGHAM, Alabama
3 advisors
HOOVER, Alabama
1 advisor
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Data sourced from SEC Form ADV filings. SOUTHERN OAK CAPITAL, LLC (CRD# 309933) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.