Asset ManagerRIA · CRD 326800SEC-Registered

Updated:

Southern Wealth Builders

SOUTHERN WEALTH BUILDERS is an SEC-registered investment adviser with $2 million in regulatory assets under management.

Southern Wealth Builders

SOUTHERN WEALTH BUILDERS is an SEC-registered investment adviser with $2 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

General information

Firm type

Asset Manager

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

Frequently asked questions

Is Southern Wealth Builders open to outside investors?

There is no public evidence that Southern Wealth Builders solicits or accepts third-party capital. The absence of a website, marketing materials, or regulatory filings in public records suggests the vehicle manages proprietary capital for a single family or principal and is not structured to take in external limited partners.

What is the structure of the firm — is it a fund, a family office, or an operating company?

The firm's exact legal structure is not publicly disclosed. Based on the limited available information — no SEC registration, no fund marketing, and no commercial presence — the most plausible characterization is an unregistered single-family office or a closely held private investment partnership focused on managing internal capital rather than operating as a commercial fund manager.

Where is Southern Wealth Builders based?

The firm's headquarters city and state have not been publicly disclosed. Its name strongly suggests a geographic focus on or an origin in the southeastern United States, but no business filings or public records have been identified that confirm a registered address.

What does Southern Wealth Builders invest in?

No public transaction history or investment mandate has been disclosed. Investment vehicles operating with this level of opacity in the American Southeast often hold a mix of direct real estate, regional private credit, and private equity stakes in operating businesses, though this is inference rather than confirmed strategy.

Who runs Southern Wealth Builders?

The firm has not disclosed any named principals, officers, or investment committee members in public records. Without a website, LinkedIn presence, or news coverage identifying leadership, the operators remain unknown. This is common among single-family offices that do not conduct outward-facing commercial activity.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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