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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
58

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  • United States Of America
    58

Southern Wealth Management, LLP's Leadership

  • Stylized image of a person
    B. M.
    Founder/Owner/Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. H.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. M.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. O.
    Partner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. S.
    Senior Vice President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. A.
    Director, Client Advisory Team
    Phone icon
    Mobile Phone
  • Stylized image of a person
    G. B.
    Administrative Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. H.
    Manager, Investment Advisory Services
    Phone icon
    Mobile Phone

Southern Wealth Management, LLP Employee Metrics

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

Contact profiles from Southern Wealth Management, LLP

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. M.
    Founder/Owner/Financial Advisor
    Phone icon
    Mobile Phone
    United StatesGeorgia
    May 30, 2026
  • Stylized image of a person
    J. H.
    Owner
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    K. M.
    Partner
    Phone icon
    Mobile Phone
    Jun 25, 2025
  • Stylized image of a person
    M. O.
    Partner
    Phone icon
    Mobile Phone
    United States
    May 30, 2026
  • Stylized image of a person
    J. S.
    Senior Vice President
    Phone icon
    Mobile Phone
    United StatesNorth Carolina
    Jun 01, 2026
  • Stylized image of a person
    C. A.
    Director, Client Advisory Team
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    G. B.
    Administrative Manager
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Oct 20, 2025
  • Stylized image of a person
    J. H.
    Manager, Investment Advisory Services
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    M. W.
    Information Technology Manager
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    J. M.
    Senior Associate
    Phone icon
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is Southern Wealth Management, LLP known for?

Minus sign iconPlus sign iconSouthern Wealth Management, LLP was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 5005 Lbj Freeway Suite 1313 Dallas, Texas 75244 United States. 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 . 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 February 2026. These team members are located across 1 continents, including North America.

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

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

  • Founder/Owner/Financial Advisor: B. M.
  • Owner: J. H.
  • Partner: K. M.
  • Partner: M. O.
  • Senior Vice President: J. S.

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