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Marion Franklin Sanders

Investment adviser representative at Southstate Private Capital Management LLC
17 yearsExperience
1 stateRegistered in
$5BFirm assets
13 yearsFirm in business

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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

17 years in the industry.

  1. Southstate Private Capital Management LLCJan 2026 to now
  2. Private Capital Management, LLCJan 2026 to now
  3. South State BankNov 2009 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2021

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
7358505
Firm CRD
165306
Advisor's SEC record (opens in a new tab)
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