Southern Asset Management
- Company typePrivate
- Founded1992
- HeadquartersTallahassee, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Southern Asset Management firmographics
Firmographics- Name
- Southern Asset Management
- Legal name
- Southern Asset Management
- Website
- https://southernassetmanagement.org
- Company type
- Private
- Founded year
- 1992
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Southern Asset Management industry classification
Industry- Product category
- Financial Advisory and Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where Southern Asset Management is headquartered
LocationHeadquarters
- HQ city
- Tallahassee
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Southern Asset Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Investment Advisory Services: The firm provides investment management services including asset allocation reviews, risk tolerance assessments, and portfolio management, earning advisory fees for managing client investments.
- Insurance Products: Southern Asset Management PA offers a wide range of insurance products including life, disability, long-term care, and Medicare supplements, earning commissions on insurance products sold.
- Securities Distribution: Securities are offered through Osaic Wealth, Inc., a registered broker-dealer (Member FINRA/SIPC), suggesting the firm earns commissions or referral fees on securities transactions including mutual funds, variable annuities, and variable life insurance.
- Financial Planning and Estate Planning: The firm provides comprehensive financial planning services including retirement planning, estate planning, and survivorship planning, which may be bundled with advisory services or offered as standalone consultations.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Monthly | Customized financial planning services based on individual client needs and portfolio complexity |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Southern Asset Management product offering
Product offeringCore offering
Southern Asset Management is a Tallahassee, Florida-based financial advisory firm offering a comprehensive suite of wealth management services spanning insurance planning, investment planning, retirement planning, business planning, and estate planning. The firm combines personal one-on-one advisor service with state-of-the-art technology to design, implement, and adjust financial strategies for individuals and families. Securities products are facilitated through an affiliated broker-dealer, Osaic Wealth, Inc.
Product overview
Southern Asset Management is a financial services firm offering a comprehensive suite of wealth management and financial planning services. The firm provides integrated financial advisory across five core service areas: Insurance Planning, Investment Planning, Retirement Planning, Business Planning, and Estate Reviews and Planning. Supporting these services, the firm offers an online Learning Center with financial calculators, educational articles, newsletters, videos, flipbooks, and tax resources. The firm has over thirty years of experience helping clients build and preserve wealth through investment strategies, survivorship planning, retirement planning, legacy planning, and estate planning.
Differentiator
Problem solved
Functional benefit
Products and services
- Insurance Planning Comprehensive insurance planning service for individuals and families including insurance reviews, beneficiary reviews, individual and group life insurance, individual and group medical, individual and group disability, Medicare supplements, and long-term care insurance.
- Investment Planning Investment planning service covering DROP conversions, mutual funds, variable annuities, variable life, asset allocation reviews, risk tolerance reviews, immediate and deferred annuities, and College 529 Plans for individual clients.
- Retirement Planning Retirement planning service for individuals covering IRAs (Roth and Traditional), SEPs, 401(k)s, profit sharing plans, and money purchase pension plans.
- Business Planning Business planning service for owners and executives covering buy-sell funding, executive bonus plans, non-qualified pension plans, key-person indemnification, and transition planning.
- Estate Reviews and Planning Estate planning service for individuals and families covering survivorship planning, will and trusts reviews, dignity planning, beneficiary planning, and charitable giving programs.
- Financial Calculators Online interactive financial calculators covering loan payoff, home affordability, mortgage acceleration, credit card debt, lease payments, car affordability, estate taxes, retirement cost, required minimum distributions, inflation impact, retirement plan early distribution, retirement portfolio lifespan, federal income tax, tax-deferred savings, IRA eligibility, Roth IRA conversion, college funding, savings goals, savings accumulation, taxable equivalent yield, cash flow analysis, net worth, lifetime earnings, life insurance, life expectancy, long-term care self-insurance, LTCI cost of waiting, and disability income insurance.
Quantifiable outcome
- Over 33 years of service to State of Florida employees through FRS seminars and workshops
Companies that use Southern Asset Management
Customer profileNamed customers1 record
Segments2 records
Ideal customer profiles2 records
Southern Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Southern Asset Management partnerships and signals
Strategic signalScale indicators3 records
Recent moves4 records
Expansion highlights3 records
Southern Asset Management competitors and assessment
Company assessmentEmerging players
- Sanctuary Wealth: Emerging RIA platform supporting independent advisors with wealth management, investment, and insurance planning capabilities — comparable integrated advisor offering with a comparable back-office platform model to Southern Asset Management's broker-dealer-affiliated practice.
Broad incumbents
- Commonwealth Financial Network: Independent broker-dealer/RIA platform supporting affiliated advisors with integrated wealth management, retirement, and insurance solutions — comparable back-office platform and integrated advisory offering to Southern Asset Management's Osaic-affiliated model.
- Ameriprise Financial: Large diversified financial services firm with an extensive affiliated advisor channel providing investment, retirement, insurance, and estate planning to households — analogous integrated planning offering, but operating at national scale through thousands of advisors.
- Cambridge Investment Research: Independent broker-dealer and RIA platform supporting thousands of financial advisors with securities execution, compliance, and product access — analogous to Southern Asset Management's relationship with Osaic Wealth, providing the back-office backbone for affiliated advisor practices.
- Carson Group: RIA platform serving independent financial advisors with coaching, technology, and a full wealth management offering including insurance and retirement planning — comparable integrated advisor model with similar 'one advisor, many products' value proposition to Southern Asset Management.
- Edelman Financial Engines: Large national RIA offering integrated financial planning and wealth management across investment, retirement, and insurance-adjacent solutions to mass-affluent and HNW households — a broader-scale analog to Southern Asset Management's integrated advisory model, though operating at far greater scale and across all states.
- Focus Financial Partners: Leading RIA consolidator with a network of fiduciary wealth management firms offering investment advisory, retirement, and estate planning to individuals and families — analogous integrated advisory model at vastly larger scale.
- Mariner Wealth Advisors: National RIA providing comprehensive financial planning, investment management, retirement, and estate planning to individuals and families — directly comparable integrated wealth advisory offering, but at multi-state, multi-billion-AUM scale.
- LPL Financial: Largest independent broker-dealer in the U.S., supporting affiliated advisors who provide investment, retirement, and insurance planning through its platform — the largest-scale analog to the Osaic Wealth affiliated practice model Southern Asset Management operates under.
- Cetera Financial Group: Independent broker-dealer and RIA platform serving affiliated financial advisors offering wealth management, retirement, and insurance planning — a direct comparable to Osaic Wealth's affiliated practice model for small/mid-sized advisory firms.
Market position
Strengths1 record
Weaknesses1 record
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Southern Asset Management social profiles
Digital presenceSouthern Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Southern Asset Management leadership team
Management profileNumber of profiles
Profiles1 record
Southern Asset Management funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Southern Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Southern Asset Management
What does Southern Asset Management do?
Southern Asset Management is a Tallahassee, Florida-based financial advisory firm offering a comprehensive suite of wealth management services spanning insurance planning, investment planning, retirement planning, business planning, and estate planning. The firm combines personal one-on-one advisor service with state-of-the-art technology to design, implement, and adjust financial strategies for individuals and families. Securities products are facilitated through an affiliated broker-dealer, Osaic Wealth, Inc.
Is Southern Asset Management a public or private company?
Southern Asset Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Southern Asset Management founded?
Southern Asset Management was founded in 1992. It employs 11 to 50 people.
Where is Southern Asset Management based?
Southern Asset Management is headquartered in Tallahassee, United States, in the North America region.
How does Southern Asset Management make money?
Four revenue lines are on record. Investment Advisory Services are the primary driver. The others are insurance Products, securities Distribution and financial Planning and Estate Planning.
Who are Southern Asset Management's main competitors?
Sanctuary Wealth is listed as an emerging player. Broad incumbents are Commonwealth Financial Network, Ameriprise Financial, Cambridge Investment Research, Carson Group, Edelman Financial Engines, Focus Financial Partners, Mariner Wealth Advisors, LPL Financial and Cetera Financial Group.
Does Southern Asset Management have an API?
No public API is recorded for Southern Asset Management.
What industry is Southern Asset Management in?
Southern Asset Management's product category is Financial Advisory and Wealth Management Services. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions). Its NAICS code is 523940 and its SIC code is 6282.