South Georgia Capital, Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 146765 · SEC file 801-69943 · Naperville, IL · stoneislandfp.com

☆ Save with Pro ADV data as of Mar 26, 2026

Regulatory AUM: $134M
Discretionary: $134M
Clients: 148
Avg AUM / client: $905K
Accounts: 251
Employees: 4

AUM over time

$101M $169M

Mar 21, 2012 Mar 26, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2026

Investments (13F portfolio — 195 positions, $41,028)

13F period Sep 30, 2015

#	Issuer	Class	Value	Shares	% of 13F	% of AUM
1	United Parcel Service Inc	COM	$13,065	132,388	31.8%	0.01%
2	Apple Inc	COM	$4,564	41,380	11.1%	0.0%
3	Ishares Barclays	ETF	$2,113	17,100	5.15%	0.0%
4	Ishares Msci Eafe Etf	ETF	$1,890	32,980	4.61%	0.0%
5	At&T Inc Com	COM	$1,727	53,000	4.21%	0.0%
6	Goldman Sachs Group	COM	$1,685	9,700	4.11%	0.0%
7	Altria Group Inc Com	COM	$1,648	30,300	4.02%	0.0%
8	Ishares Russell 1000 Growth Etf	ETF	$1,446	15,549	3.52%	0.0%
9	Ishares Core Msci Emerging Mkts	ETF	$1,438	36,044	3.5%	0.0%
10	Ishares Russell 1000 Value Etf	ETF	$1,372	14,709	3.34%	0.0%
11	Coca Cola Co Com	COM	$1,188	29,600	2.9%	0.0%
12	Vanguard European	ETF	$578	11,762	1.41%	0.0%
13	Spdr S&P 500 Etf Tr	EYF	$556	2,900	1.36%	0.0%
14	Kinaxis Inc Com	COM	$538	17,500	1.31%	0.0%
15	Boeing Co Com	COM	$380	2,900	0.93%	0.0%
16	Becton Dickinson & Co Com	COM	$318	2,400	0.78%	0.0%
17	Abbott Labs Com	COM	$307	7,630	0.75%	0.0%
18	Disney Walt Co Com Disney	COM	$266	2,600	0.65%	0.0%
19	Exxon Mobil Corp Com	COM	$262	3,530	0.64%	0.0%
20	Spdr Gold Etf	ETF	$259	2,428	0.63%	0.0%
21	Philip Morris Intl Inc	COM	$254	3,200	0.62%	0.0%
22	General Electric Co Com	COM	$196	7,770	0.48%	0.0%
23	Ishares Msci Emerging Markets Etf	ETF	$177	5,385	0.43%	0.0%
24	Conocophillips Com	COM	$163	3,400	0.4%	0.0%
25	Health Care Select Sector Spdr	ETF	$159	2,400	0.39%	0.0%

Top 25 of 195 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	28	$25.5M	19.0%
High net worth individuals	119	$109M	81.0%
Charitable organizations	1	$322	0.0%

People (2)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Michael Christopher Mcalister	Sole Member; Founder, Chief Executive Officer & Chief Compliance Officer		Feb 2009 (18y)	75% or more
Adam James Oliver	Registered representative		Oct 2023 (3y)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	03/26/2026	979 KB	View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

• Percentage of assets under management
• Hourly charges
• Fixed fees
• Performance-based fees

Services

• Financial planning services
• Portfolio management for individuals/small businesses
• Selection of other advisers

Custody

Reported custodians

Pershing $54.4M (41% of AUM) Mar 2026
Interactive Brokers $7.8M (6% of AUM) Jun 2020

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2026.

View current Form ADV (SEC/IAPD) ↗