Eric
Nager

Southern Capital Services Inc

CRD#4780140
Investment Advisor
in Daphne, AL

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About this Advisor

Eric Nager is a financial advisor working out of Daphne, Alabama with a total of 10 years of industry experience. Nager is an advisor for Southern Capital Services Inc. Over the course of their career, they have held roles at University Of South Alabama, Bayside Academy, First Church Of Christ Scientist and Southern Capital Services, Inc. Nager maintains a Series 65 license, designating them as an investment advisor representative, and is approved to work in Alabama and Texas. Southern Capital Services Inc is an advisory firm operating out of Daphne, AL. The firm has offices in two locations and a total of 10 financial advisors. It administers $152 million in total assets between its 725 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm serves one charitable organizations. Of its 725 client accounts, just 6% are held by high-net-worth investors who have more than $1 million in assets available to invest. Southern Capital Services Inc has a few services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fee schedules vary depending on the type of financial services provided. However, fee types billed by Southern Capital Services Inc typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

10 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

29000 Us Hwy 98 The Summit, Suite 203-B
Daphne, AL 36526

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Southern Capital Services Inc Brokerage Details

Total Assets Under Management

$151,865,826

AL Average: $1,620,585,161
Total Number of Employees

10

AL Average: 52
Total Number of Accounts

725

AL Average: 1,560
Average Account Size

$209,470

AL Average: $1,038,837

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Eric Nager Work History

Eric has been registered as a financial advisor for 10 years.*

2021 - Present (3 years)

First Church Of Christ Scientist

2018 - Present (6 years)

University Of South Alabama

2005 - Present (19 years)

Bayside Academy

2000 - Present (24 years)

Southern Capital Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eric Nager to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Southern Capital Services Inc

Larry Dixon
Daphne, AL
Wendy Nelson Bailey
Daphne, AL
Michelle Hunt
Daphne, AL
Eric Nager
Daphne, AL
David Lindsey
Daphne, AL
Terry Nager
Daphne, AL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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