South Atlantic Capital Management Group, Inc.
- Regulatory AUM
- $75.5M
- Discretionary
- $75.5M
- Clients
- 81
- Avg AUM / client
- $932K
- Accounts
- 111
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 26 | $5.3M | 7.04% |
| High net worth individuals | 47 | $66.4M | 87.9% |
| Pooled investment vehicles (non-investment companies) | 7 | $3.5M | 4.59% |
| Corporations and other businesses | 1 | $328K | 0.43% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Delaney Radiologists, P.A. 401(k) Profit Sharing Plan And Trust Delaney Radiologists, P.A. | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Edward Dowd Nowell | Registered representative | Feb 2010 (17y) | ||
| John Durburrow Blair | Registered representative | Mar 2021 (5y) |
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Delaney Radiologists, P.A. 401(k) Profit Sharing Plan And Trust | Delaney Radiologists, P.A. | 132 | $55.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/23/2026 | 1.36 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
This firm answered "yes" to a disciplinary item on its latest filing. Detailed disclosure pages for this filing have not been imported yet — see the source filing below.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $68.3M (91% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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 23, 2026.
View current Form ADV (SEC/IAPD) ↗