Martin Cadenhead Mcwilliams
Investment adviser representative at Southstate Private Capital Management LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$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
11 years in the industry.
- Southstate Private Capital Management LLCJan 2026 to now
- Private Capital Management, LLCJan 2026 to now
- Minis & CompanyJan 2017 to now
- South State AdvisoryJan 2017 to now
- UnemployedAug 2015 to Jan 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 5350180
- Firm CRD
- 165306