Donna Sawyer Murray

Employer firm

Southstate Private Capital Management LLC CRD 165306

$4.96B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 12/2009 → Present
  Southstate Bank, N.A.
  Asheville, NC
• 06/2025 → Present
  Private Capital Management, Llc
  Denver, CO

Previous Registrations

• 2004-10-18 → 2005-01-07
  First Citizens Investor Services, Inc.
  Raleigh, NC
• 2003-10-15 → 2004-07-02
  Colton Groome Financial Advisors, Llc
  Asheville, NC
• 2001-12-31 → 2003-09-17
  New England Securities
  Charlotte, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-14
• S63 Uniform Securities Agent State Law Examination
  1996-02-21

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Donna Melissa Sawyer