# Southport Station Financial Management

Southport Station Financial Management is a Bank / Wealth / Trust based in Southport, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Southport, United States
- **Region:** North America
- **Address:** Southport, CT, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** southportstation.com
- **LinkedIn:** https://www.linkedin.com/company/southport-station-financial-mangement-llc

## Regulatory record

- **CRD number:** 146270
- **SEC file number:** 801-68863
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-24T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146270

## About

Founded in 2008 and operating from Southport, Connecticut, Southport Station Financial Management is a registered investment advisor. The firm serves individuals, high-net-worth individuals, and business entities with a service model built on advisory relationships rather than product distribution. Its website defines the offering as professional financial management and investment advisory services. The firm’s publicly stated focus combines financial planning and portfolio management. Without published asset-class weightings or named portfolio holdings, its strategy is defined in broad advisory terms. The geographic footprint centers on Connecticut; no additional domestic or international offices are listed. Scale metrics — assets under management, total deployment, and professional headcount — are not disclosed publicly. No named adjacent vehicles, philanthropic foundations, or co-investor networks are referenced on the firm’s digital footprint. Southport Station operates as a lean, locally anchored advisory practice. In a landscape where many wealth managers layer on in-house alternatives platforms or family-office services, its publicly visible architecture remains focused on planning and portfolio guidance — a posture that keeps the firm approachable for mass-affluent and high-net-worth clients in the Fairfield County market.

## Questions

### What services does Southport Station Financial Management provide?

The firm describes its offering as professional financial management and investment advisory services, including financial planning and portfolio management. Its target clients include individuals, high-net-worth individuals, and business entities, all served from the firm's Connecticut base.

### Who runs investment decisions at Southport Station?

Named principals are not publicly available from the firm's current website or disclosed LinkedIn presence. The firm has not published an organizational structure or leadership roster as of the last review, leaving the investment decision-making framework unconfirmed in public records.

### What is Southport Station's geographic focus?

The firm is headquartered in Southport, Connecticut, and its client-facing materials position it as a local advisory practice for that market. No additional domestic or international offices or explicitly stated regional expansion plans are disclosed on its website.

### Is Southport Station's AUM publicly reported?

No. The firm has not published an AUM figure. Without a verifiable number from a primary source, the scale of assets under advisory is treated as undisclosed.

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

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