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Southview Partners, LLC (Charlotte)


Southview Partners, LLC is a large advisory firm based in Charlotte. It manages $126.77 million of regulatory assets for 241 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida, Georgia, New Jersey, and 6 other states.




Southview Partners provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Southview Partners: assets under management

The assets under management (AUM) of Southview Partners, LLC is $126.77 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $80.27 million in discretionary accounts and $46.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $553.57 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $484.42 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Southview Partners, LLC for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Charlotte

The principal office where Southview Partners, LLC performs its advisory services is located at 4064 Colony Road, Charlotte, NC 28211, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 704-556-9300 or by fax 704-554-7759. The normal business hours are 8:00 am to 5:00 pm et on Monday - Friday.


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