Southland Equity Partners LLC
Southland Equity Partners LLC is an investment advisory firm headquartered in Atlanta, Georgia, serving a network of investment advisors and registered investment advisers (RIAs) across the United States. Founded by experienced industry professionals, Southland delivers a turnkey investment, technology, operations, and compliance support platform tailored for independent financial advisors and RIAs seeking scale and operational efficiency. The firm employs 22 professionals, with a focus on direct support for independent advisors.
Investment Strategy
Southland Equity Partners specializes in providing investment advisory and platform services to independent financial advisors and RIAs. The firm focuses on delivering comprehensive support across investment management, compliance, and operational needs, leveraging both in-house investment expertise and technology to enable advisors to focus on client relationships and portfolio growth. Southland's investment management typically centers on discretionary portfolios for U.S. individuals, combining equity and ETF strategies aiming for diversified, risk-adjusted returns tailored to individual client needs. Their philosophy emphasizes advisor independence, scalability, and a fiduciary approach.
Top Holdings
Equity Positions (232)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PMAR | INNOVATOR ETFS TRUST | 6.43% | $31.8M | 723,721 | $32.27 | $43.91 | +$926.0K |
A AAPL | APPLE INC | 6.38% | $31.5M | 123,863 | $136.87 | $254.63 | +$5.7M |
B BOND | PIMCO ETF TR | 5.00% | $24.7M | 264,648 | $92.16 | $93.35 | +$135.6K |
F FDL | FIRST TR EXCHANGE-TRADED FD | 4.47% | $22.1M | 508,844 | $33.42 | $43.41 | +$674.8K |
P PJAN | INNOVATOR ETFS TRUST | 3.93% | $19.4M | 424,220 | $31.30 | $45.80 | +$328.6K |