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Southern Wealth Management, LLP Employee Directory

Financial ServicesTexas, United States51-200 Employees

Southern Wealth Management, LLP is an independent financial services firm that provides full-service wealth management and planning for generations of wealthy families. Founded in 2005, the firm is based at 5005 LBJ Freeway Suite 1313, Dallas, TX 75244, with additional offices in San Antonio, New Orleans, and Midland. The company pursues a "capital thinking" approach, applying capitalism as a metaphor to wealth planning to provide checks and balances, with core tenets of unprecedented choice, multi-generational durability, and transparency through free-market access. Its seven core disciplines cover financial and estate planning; business succession planning and valuation; tax consulting and compliance; investment and portfolio design and management; life insurance design and management; philanthropic planning and management; and family office services. As of 2023, Southern Wealth Management was recognized on CNBC's Financial Advisor 100 (No. 47) and reported to have been acquired by CapTrust Advisors, LLC in July 2023.

Find Southern Wealth Management, LLP employees' phone numbers or email addresses

Southern Wealth Management, LLP Global Highlights

Location
Employees

North America
55

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  • United States Of America
    55

Oceania
1

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  • New Zealand
    1

Southern Wealth Management, LLP's Leadership

  • Owner at Southern Wealth Management, LLP
    J. H.
    Owner
    Mobile Phone
  • Partner at Southern Wealth Management, LLP
    K. M.
    Partner
    Mobile Phone
  • Director, Client Advisory Team at Southern Wealth Management, LLP
    C. A.
    Director, Client Advisory Team
    Mobile Phone
  • Manager, Investment Advisory Services at Southern Wealth Management, LLP
    J. H.
    Manager, Investment Advisory Services
    Mobile Phone
  • Information Technology Manager at Southern Wealth Management, LLP
    M. W.
    Information Technology Manager
    Mobile Phone
  • Senior Associate at Southern Wealth Management, LLP
    J. M.
    Senior Associate
    Mobile Phone
  • Principal at Southern Wealth Management, LLP
    S. H.
    Principal
    Mobile Phone
  • Client Services Associate at Southern Wealth Management, LLP
    A. M.
    Client Services Associate
    Mobile Phone

Southern Wealth Management, LLP Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Other

Contact profiles from Southern Wealth Management, LLP

Name
Title
Contact
Location
Last Update
  • Owner at Southern Wealth Management, LLP
    J. H.
    Owner
    Mobile Phone
    Oct 22, 2024
  • Partner at Southern Wealth Management, LLP
    K. M.
    Partner
    Mobile Phone
    Jun 25, 2025
  • Director, Client Advisory Team at Southern Wealth Management, LLP
    C. A.
    Director, Client Advisory Team
    Mobile Phone
    Oct 21, 2024
  • Manager, Investment Advisory Services at Southern Wealth Management, LLP
    J. H.
    Manager, Investment Advisory Services
    Mobile Phone
    Oct 17, 2024
  • Information Technology Manager at Southern Wealth Management, LLP
    M. W.
    Information Technology Manager
    Mobile Phone
    Oct 23, 2024
  • Senior Associate at Southern Wealth Management, LLP
    J. M.
    Senior Associate
    Mobile Phone
    Oct 22, 2024
  • Principal at Southern Wealth Management, LLP
    S. H.
    Principal
    Mobile Phone
    Oct 16, 2024
  • Client Services Associate at Southern Wealth Management, LLP
    A. M.
    Client Services Associate
    Mobile Phone
    Oct 21, 2024
  • Financial Advisor at Southern Wealth Management, LLP
    D. D.
    Financial Advisor
    Mobile Phone
    Oct 17, 2024
  • Personal Financial Advisor at Southern Wealth Management, LLP
    D. R.
    Personal Financial Advisor
    Mobile Phone
    Sep 18, 2026

Frequently Asked Questions

What is Southern Wealth Management, LLP known for?

Minus sign iconPlus sign iconSouthern Wealth Management, LLP was founded in 2005 and operates in the Financial Services industry. Explore Southern Wealth Management, LLP's company overview page for more information.

What is Southern Wealth Management, LLP's most common email format?

Minus sign iconPlus sign iconSouthern Wealth Management, LLP employees' email format typically follows the pattern of First.Last@southernwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Southern Wealth Management, LLP email formats with LeadIQ.

How many employees does Southern Wealth Management, LLP have currently?

Minus sign iconPlus sign iconSouthern Wealth Management, LLP has approximately 52 employees as of July 2026. These team members are located across 2 continents, including North America and Oceania.

Who are Southern Wealth Management, LLP's key employees and leadership?

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As of July 2026, Southern Wealth Management, LLP's key employees include:

  • Owner: J. H.
  • Partner: K. M.
  • Director, Client Advisory Team: C. A.
  • Manager, Investment Advisory Services: J. H.
  • Information Technology Manager: M. W.

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