# Southern Oak Capital

Southern Oak Capital is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://southernoak.com
- **LinkedIn:** https://www.linkedin.com/company/southern-oak-insurance-co

## Regulatory record

- **CRD number:** 309933
- **SEC file number:** 801-123321
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309933

## About

Southern Oak Capital, LLC is an SEC-registered investment adviser with its headquarters in Birmingham, AL. The firm provides investment advice to individuals, families, and institutions. It is registered with the Securities and Exchange Commission.

## Questions

### Who runs investment decisions at Southern Oak Capital?

No named principals or investment professionals are publicly associated with Southern Oak Capital. The firm's leadership structure is unconfirmed.

### Is Southern Oak Capital a registered investment adviser?

No SEC or state regulatory filings for Southern Oak Capital have been identified in public records. It does not appear to operate as an RIA.

### Does Southern Oak Capital invest in funds or direct deals?

The firm's investment approach — whether fund commitments, direct co-investments, or other vehicles — is not disclosed in any public source.

### What sectors does Southern Oak Capital target?

No sector focus has been publicly communicated. Without a website or marketing materials, the firm's targeted industries remain unknown.

### How can investors or GPs contact Southern Oak Capital?

No contact information — phone, email, or address — is publicly available. The firm does not appear to seek external relationships.

## Related profiles

- [SDS Real Estate Advisors](https://altss.com/profile/sds-real-estate-advisors)
- [Matterhorn Capital Advisors](https://altss.com/profile/matterhorn-capital-advisors-llc)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/southern-oak-capital-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology