Data / Investment advisers / Tennessee / Southernsun Asset Management LLC
Southernsun Asset Management LLC, Memphis, TN: $749 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Southernsun Asset Management LLC is an SEC registered investment adviser with its main office in Memphis, Tennessee and reports $749 million in regulatory assets under management in its Form ADV filed July 29, 2026. Its clients include investment companies, pension and profit sharing plans and charitable organizations. It is paid through a percentage of assets under management.
The request: Watch Southernsun Asset Management LLC (CRD number 154572): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 154572
- SEC file number
- 801-71849
- SEC status
- Approved, effective September 23, 2010
- Main office
- 240 Madison Avenue Suite 800, Memphis, TN 38103
- Phone
- (901) 341-2700
- Regulatory AUM
- $749,369,235 in the Form ADV filed July 29, 2026
- Discretionary AUM
- $749,369,235
- Accounts
- 88
- Employees
- 15, of which 15 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 29, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 4 | $392.9 million |
| Pension and profit sharing plans | 5 | $161 million |
| Charitable organizations | 5 | $108.1 million |
| High net worth individuals | 13 | $32.3 million |
| Pooled investment vehicles | 3 | $30.4 million |
| Individuals (other than high net worth individuals) | 54 | $17.8 million |
| Corporations or other businesses | Fewer than 5 | $6.9 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $749.4 million | March 30, 2026 |
| December 1, 2025 | $834.9 million | March 26, 2025 |
Other advisers in Memphis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| TD Capital Management LLC | Memphis | $1.24 billion | Not listed | adviserinfo.sec.gov |
| Summit Asset Management LLC | Memphis | $1.08 billion | Not listed | adviserinfo.sec.gov |
| Invictus Fiduciary Services, LLC | Memphis | $1.01 billion | Not listed | adviserinfo.sec.gov |
| Kelman Lazarov Inc | Memphis | $894.6 million | Not listed | adviserinfo.sec.gov |
| Private Wealth Management, Inc. | Memphis | $832.5 million | Not listed | adviserinfo.sec.gov |
| Kimery Wealth Management, LLC | Memphis | $555 million | Not listed | adviserinfo.sec.gov |
| Envision Financial Planning, LLC | Memphis | $462.5 million | Not listed | adviserinfo.sec.gov |
| Brandon Financial Planning, Inc. | Memphis | $434.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Memphis, TN
- Investment advisers in Tennessee
- Advisers with $500 million to $1 billion in AUM
- Advisers serving investment companies
- Advisers serving pension and profit sharing plans
- Southernsun Asset Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.