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Southern Portfolio Advisors Inc (Tampa)


Southern Portfolio Advisors Inc is a large advisory firm based in Tampa. It manages $35 million of regulatory assets for 100 client accounts. It has been registered with the SEC as an adviser since 2001.

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Southern Portfolio Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Southern Portfolio Advisors: assets under management

The assets under management (AUM) of Southern Portfolio Advisors Inc is $35 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $35 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $350 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Southern Portfolio Advisors Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Tampa

The principal office where Southern Portfolio Advisors Inc performs its advisory services is located at 2701 W. Busch Blvd., Tampa, FL 33618, 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 813-935-4883 or by fax 813-935-5857. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.spa-home.com.


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