SouthState Private Capital Management LLC (“SSPCM”) is an SEC registered investment adviser located in Columbia, South Carolina. SEC registration does not imply a certain level of skill or training. Neither SSPCM’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if SSPCM is engaged, or continues to be engaged, to provide investment advisory services.
SSPCM is a wholly owned subsidiary of SouthState Bank, N.A. doing business as SouthState (“SouthState”). SouthState Bank, N.A. is a wholly owned subsidiary of SouthState Bank Corporation (“SSB”) (NYSE: SSB). SSPCM does business under (“DBAs”) the names Private Capital Management, SouthState Advisory, SouthState Wealth, Minis & Company, and SouthState Retirement Plan Services (collectively “SSPCM” ).
SSPCM and its representatives endeavor to comply with the current filing requirements imposed upon SEC registered investment advisers by those states in which SSPCM maintains clients. SSPCM may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. SSPCM’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of SSPCM’s website on the Internet should not be construed by any consumer and/or prospective client as SSPCM’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by SSPCM with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. A copy of PCM’s current written disclosure Form ADV Brochure and Form CRS containing important information about PCM’s business operations, services, and fees is available upon request. Form ADV Part 1A and 2A are publicly available and may be viewed at https://www.adviserinfo.sec.gov/. Form ADV Part 2A and 2B are provided by SSPCM initially to new clients and offered or delivered on an annual basis to clients. The Form ADV is periodically amended, and clients are encouraged to review this information.
SSPCM does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to SSPCM’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. SSPCM maintains the right to delete or modify information on this website without prior notice.
Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by SSPCM), will be profitable or equal any historical performance level(s). Neither SSPCM’s investment adviser registration status, nor any amount of prior experience or success, should be construed that a certain level of results or satisfaction will be achieved if SSPCM is engaged, or continues to be engaged, to provide investment advisory services. SSPCM’s registration status does not imply a specific level of skill or training.
Certain portions of SSPCM’s web site (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, SSPCM (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from SSPCM, or from any other investment professional. SSPCM is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.
Please Note: Limitations. Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology to the extent applicable). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm.
To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to SSPCM’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from SSPCM, or from any other investment professional.
Each client and prospective client agrees as a condition precedent to his/her/its access to SSPCM’s web site, to release and hold harmless SSPCM, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from SSPCM.
CLIENT RELATIONSHIP SUMMARY (CRS)
SouthState Private Capital Management LLC is registered with the Securities and Exchange Commission as an investment adviser. Brokerage and investment advisory services and fees differ, and it is important for you to understand these differences. View the complete CRS disclosure on this website.
CERTIFIED FINANCIAL PLANNER®, CFP®
To earn the Certified Financial Planner®, CFP® certificate a candidate must have at least a bachelor’s degree from an accredited college and three years of full-time financial planning experience, complete a final certificate examination, and complete thirty hours of continuing education every two years. All CFP® professionals agree to abide by CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards and have voluntarily submitted to the regulatory authority of CFP Board, which can suspend or permanently revoke an individual’s CFP® certification if findings of unethical conduct are made.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
CHARTERED FINANCIAL ANALYST®, CFA®
The Chartered Financial Analyst®, CFA® Program is a globally recognized standard for measuring the competence and integrity of financial analysts. To become a Chartered Financial Analyst® professional, a candidate must have a bachelor’s degree and at least three years of investment-related experience and pass three sequential, six-hour examinations over two years to four years. The three levels of the CFA® program test a wide range of investment topics, including ethical and professional standards, investment analysis and wealth planning. All CFA® professionals must have at least four years of professional experience and reaffirm annually their adherence to the CFA Institute’s Code of Ethics and Standards of Professional Conduct.
The Chartered Financial Analyst Institute (CFA Institute) owns the certification marks CFA® and Chartered Financial Analyst® in the United States, which it authorizes use of by individuals who successfully complete CFA Institute’s initial and ongoing certification requirements.
CHARTERED FINANCIAL CONSULTANT®, CHFC®
To earn the Chartered Financial Consultant®, ChFC® designation a candidate must complete an extensive education program, examinations, practical experience and ongoing continuing education requirements. All ChFC® professionals must adhere to strict ethical guidelines set by The American College of Financial Services® and complete a minimum of 30 hours of continuing education every two years.
The Chartered Financial Consultant®, ChFC® is the property of The American College of Financial Services, which reserves the sole rights to its use, and is used by permission.
CERTIFIED PRIVATE WEALTH ADVISOR®, CPWA®
The Certified Private Wealth Advisor®, CPWA® designation is an advanced certification for advisors who work with high-net-worth clients. To earn the CPWA® designation a candidate must have at least five years of professional experience in finance or a related industry, a bachelor’s degree or other professional certification, and a satisfactory record of ethical conduct as determined by the Investments & Wealth Institute™. A candidate must complete six months of studying and complete an in-person or online class and take the CPWA® examination. CPWA® members must complete 40 hours of continuing education every two years.
The Investments & Wealth Institute® (the Institute) is the owner of the certification marks “Certified Private Wealth Advisor” and “CPWA.” Use of Certified Private Wealth Advisor and/or CPWA signifies that the used has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
ACCREDITED WEALTH MANAGEMENT ADVISORSM, AWMA®
To earn the AWMA® designation a candidate must complete an eight-module education program within one year provided by the College for Financial Planning®. AWMA® professionals must complete 16 hours of continuing education every two years.
The Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks AWMA® and Accredited Wealth Management AdvisorSM in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
ACCREDITED INVESTMENT FIDUCIARY®, AIF®, AIFA®
To earn the AIF® and AIFA® designation, a candidate must have a bachelor’s degree and a professional designation, have at least five years of investment-related experience plus either a bachelor’s degree or professional designation, or at least eight years of investment-related experience. A candidate must complete training requirements and take the AIF® examination. AIF® and AIFA® members must complete 6 hours of continuing education annually.
The Center for Fiduciary Studies owns the marks AIF® and AIFA®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements.
CERTIFIED INVESTMENT MANAGEMENT ANALYSTSM, CIMA®
To earn the CIMA® designation, a candidate must have a bachelor’s degree and a professional designation, have at least five years of investment-related experience plus either a bachelor’s degree or professional designation, or at least eight years of investment-related experience. A candidate must complete training requirements and take the AIF® examination. AIF® and AIFA® members must complete 6 hours of continuing education annually.
Investment Management consultants Association is the owner of the certification mark "CIMA®," the service marks "Certified Investment Management AnalystSM," "Investment Management Consultants AssociationSM," and "IMCA®." Use of CIMA® or Certified Investment Management AnalystSM signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
CHARTERED LIFE UNDERWRITER®, CLU®
To earn the CLU® designation, a candidate must have three years of full-time business experience within the five years preceding the designation, complete training requirements, and take the CLU® examination. Client-facing CLU® designees must complete 30 hours of continuing education, including 1 hour of ethics, every two years. Non-client facing designees must complete 1 hour of ethics continuing education every two years.
The Chartered Life Underwriter®, CLU® is the property of The American College of Financial Services, which reserves the sole rights to its use, and is used by permission.