AdvisorGrade

Financial advisers in Southport, CT

4 registered investment adviser firms in Southport managing $1.8B in assets, based on public SEC Form ADV filings.

Stormfield Capital, LLC

Southport, CT · Est. 2020

LocalInternational
Fee-only
AUM
$776M
Per adviser
$55M
Advisers
14

No reported disclosures

5th Street Advisors, LLC

Southport, CT · Est. 2007

LocalInternational
Fee-based
AUM
$524M
Per adviser
$105M
Advisers
5

No reported disclosures

Charter Research & Investment Group INC

Southport, CT · Est. 1990

Local
Fee-based
AUM
$275M
Per adviser
$92M
Advisers
3

No reported disclosures

Southport Station Financial Management, LLC

Southport, CT · Est. 2008

Local
Fee-based
AUM
$192M
Per adviser
$64M
Advisers
3

No reported disclosures