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Asset Management

Strategies Built On Your Goals

Tailored Portfolios Managed with Deep Expertise

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How Our Portfolio Managers Will Work With You

Our team of investment professionals are entrusted by investors nationwide to help them navigate changing market environments, providing a customized investment management solution that endeavors to both manage risk and meet an investor’s long-term objectives.
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SouthState Advisory

SouthState Advisory is a registered investment advisor comprised of a skilled and highly credentialed team of investment professionals. We serve our clients in a fiduciary capacity, and our approach to managing investments puts our clients’ goals first. Coupled with a highly personalized client service delivery model, our process gives clients the ability to move forward confidently in an increasingly complex investment world.
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Minis & Company

Minis & Company is a registered investment advisory firm that manages investments for clients nationwide. Based in Savannah, GA, Minis & Company is a wholly owned subsidiary of SouthState Bank. Minis & Company serves their clients by tailoring investment portfolios to meet their specific financial needs. Their focus and commitment has allowed them to successfully retain and consistently grow their client base and assets under management. Client services include:
  • Individuals and Families
  • Institutions
  • Foundations and Endowments
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Private Capital Management

Private Capital Management is a Colorado based wealth management firm that has been in business for over 25 years. We pride ourselves on building authentic relationships and delivering a level of personalized service that our clients love. With a thoughtful approach to wealth management, we provide tailored investment portfolios and financial planning services to meet our client's unique needs and objectives.
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Important Legal Disclosures and Information

  • To learn more about our firm, click here to download the SouthState Private Capital Management LLC Form CRS.

    SouthState Private Capital Management LLC does business under (“DBAs”) the names Private Capital Management, SouthState Advisory, SouthState Wealth, Minis & Company, and SouthState Retirement Plan Services. Investments offered are not deposits of this institution and therefore are not insured or guaranteed by the FDIC or any government agency. We do not provide, and you should not construe this material as legal, tax or accounting advice. Nor should you construe this material as individual investment advice, because such advice is dependent on your specific investment objectives, financial situation, or particular needs. The content of this website is not directed toward or intended for individuals outside of the U.S. Click here for important disclosure information. PRIVACY POLICY

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