Charles Lee Johnson

Employer firm

Southern Capital Advisors, LLC CRD 292275

$637M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2007 → 03/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jackson, TN
• 12/2009 → 03/2018
  Bank Of America, N.A.
  Jackson, TN
• 03/2018 → 12/2018
  Mutual Securities
  Camarillo, CA
• 03/2018 → Present
  Southern Capital Advisors, Llc
  Jackson, TN
• 03/2018 → Present
  Southern Capital Advisors, Llc
  Jackson, TN

Previous Registrations

• 2007-11-13 → 2018-03-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jackson, TN
  Jackson, TN
• 2004-01-09 → 2007-11-14
  Morgan Keegan & Company, Llc
  Jackson, TN
  Jackson, TN

Other Businesses

1. Owner/managing member of Right Pitch, LLC, a real estate holding company providing financing to real estate purchasers. Duties: mgt oversight, business dev, and service delivery. Non-securities related. Receives comp via profit distribution. Approximately 10 hrs/mo. Start: 09/29/2023. Address: 3841 Hwy 70 E, Jackson TN 38305. 2. Owner/managing member of New South Holdings, LLC, a rental property holding company providing rental property to tenants. Duties: mgt oversight, business dev, and service delivery. Non-securities related. Receives comp via profit distribution. Approximately 10 hrs/mo. Start: 01/04/2023. Address: 3841 Hwy 70 E, Jackson TN 38305. 3. Owner/managing member of Swamp Oak Group, LLC, a real estate holding company that holds agricultural properties that are farmed or are in government set aside programs like CRP. Duties: mgt oversight, business dev, and service delivery. Non-securities related. Receives compensation via profit distribution. Approximately 2 hrs/mo. Start: 01/18/2021. Address: 3841 Hwy 70 E, Jackson TN 38305. 4. Owner/managing member of Spring Creek Farms I, LLC, a real estate management company that provides excavation/farm management services to ag land and other real estate projects. Duties: mgt oversight, business dev, and service delivery. Non-securities related. Receives compensation via profit distribution. Approximately 10 hrs/mo. Start: 01/03/2023. Address: 3841 Hwy 70 E, Jackson TN 38305. 5. Owner/managing member of Johnson Rentals, a real estate proprietorship that holds commercial and residential properties that are leased to tenants. Duties: mgt oversight, business dev, and service delivery. Non-securities related. Receives compensation via profit distribution. Approximately 10 hrs/mo. Start: 01/01/2012. Address: 3841 Hwy 70 E, Jackson TN 38305. 6. Owner/general partner of 38340 Partners, a rental property holding company providing rental property to tenants. Duties: mgt oversight, business development, and service delivery. Non-securities related. Receives compensation through profit distribution. Approximately 1 hr/mo. Start: 07/01/2025. Address: 3801 N Highland Ave, Jackson, TN 38305. 7. Owner/general partner of Highway Partners, a rental property holding company providing rental property to tenants. Duties: mgt oversight, business dev, and service delivery. Non-securities related. Receives compensation via profit distribution. Approximately 1 hr/mo. Start: 02/11/2021. Address: 3841 Hwy 70 E, Jackson TN 38305. 8. Owner/general partner of Woodhill Partners, a rental property holding company providing rental property to tenants. Duties include management oversight, business development, and service delivery. Non-securities related. Receives compensation through profit distribution. Approximately 1 hr/mo. Start: 08/24/2020. Address: 3841 Hwy 70 E, Jackson TN 38305. 9. Owner and managing member of SC Equipment Company, LLC, a leasing entity that leases heavy equipment and transportation equipment to SC Farms I, LLC. Duties: mgt oversight, accounting, and service delivery. Non-securities related. Receives comp via profit distribution. Approximately 2 hrs/mo. Start: 1/3/23. Address: 3841 Hwy 70 E, Jackson TN 38305. 10.Owner and member of SIGMA, CPAs, a professional services firm (CPA) providing accounting/tax/consulting services to the public. Duties: mgt oversight and business dev. Non-securities related. Receives comp via profit distribution. Approximately 20 hrs/mo. Start: 10/30/2024. Address: 3801 N Highland Ave, Jackson, TN 38305. 11. Adjunct professor at Freed-Hardeman University. Teach CFP/CPA/real estate related courses. Non-securities related. Receives comp via adjunct salary. Approx. 20 hrs/mo. (seasonal). 158 E Main St., Henderson, TN 38340. 12. Board of Trustees member, Freed-Hardeman University; Non-securities related. No comp. Approx. 8 hrs/qtr. Start: 2022. 158 E Main St, Henderson, TN 38340.

Exams

• S66 Uniform Combined State Law Examination
  2003-04-28

Designations

• Certified Financial Planner