Joshua David Forkey
Investment adviser representative at Southstate Private Capital Management LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Southstate Private Capital Management LLCJun 2025 to now
- Private Capital Management, LLCJun 2025 to now
- Southstate Bank, N.A.Apr 2020 to now
- Bb&tJan 2019 to Apr 2020
- Bb&t Securities, LLCJan 2018 to Apr 2020
- BbtisJul 2016 to Apr 2020
- Bb&t BankJul 2016 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
Southstate Private Capital Management LLC
$5BAssets managed
712Clients
29Advisers
13 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4691324
- Firm CRD
- 165306