Southern Equity Advisors Llc
- Regulatory AUM
- $788M
- Discretionary
- $788M
- Clients
- 12
- Avg AUM / client
- $65.7M
- Accounts
- 13
- Employees
- 2
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 3 | $366M | 46.5% |
| Pooled investment vehicles (non-investment companies) | 7 | $213M | 27.0% |
| Corporations and other businesses | 1 | $30.1M | 3.82% |
| Other | 1 | $179M | 22.7% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $180M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Dcmf master | Hedge Fund | Cayman Islands | $136M | 50 |
| Tscfi | Venture Capital Fund | Delaware | $22.5M | 35 |
| Senergy | Private Equity Fund | Delaware | $12.9M | 7 |
| Sevfii | Venture Capital Fund | Delaware | $6.7M | 8 |
| Seii | Private Equity Fund | Georgia | $1.9M | 3 |
| Setsl | Venture Capital Fund | Georgia | $100K | 4 |
People (1)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nance, Allen | Managing Member & Cco | Mar 2024 (2y) | 75% or more |
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.
Private funds (6, $180M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Dcmf | Hedge Fund | $136M | $1.0M | 50 |
| Tscfi | Venture Capital Fund | $22.5M | $1.0M | 35 |
| Senergy | Private Equity Fund | $12.9M | $1.0M | 7 |
| Sevfii | Venture Capital Fund | $6.7M | $1.0M | 8 |
| Seii | Private Equity Fund | $1.9M | $1.0M | 3 |
| Setsl | Venture Capital Fund | $100K | $1.0M | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 2.63 MB | 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
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗