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Updated September 28, 2026. Quick answer: SouthState Private Capital Management is registered with the SEC as an investment adviser (CRD #165306, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run $5,000 a year under its published fee schedule. Already a client and thinking about leaving? Budget $50 at Schwab, or $250 at Equity Trust (“Full Termination Fee”), depending on your custodian. This review covers what its fee brochure and current SEC registration confirm today; this firm also has a fiduciary-status page and minimum-investment page on this site.
SouthState Private Capital Management at a glance
| Fact | What SouthState Private Capital Management’s own pages say |
|---|---|
| Legal entity | SouthState Private Capital Management LLC |
| Registration | SouthState Private Capital Management LLC is registered with the SEC as an investment adviser (CRD #165306, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | $5,000 a year, per its own current brochure |
| Minimum to open an account | See the minimum-investment page for SouthState Private Capital Management |
| Cost to leave (exit fee) | $50 at Schwab, or $250 at Equity Trust (“Full Termination Fee”), depending on your custodian |
What SouthState Private Capital Management’s own fee schedule charges
CRD 165306 independently re-verified ACTIVE/isSECRegistered=Y. The brochure discloses different Standard Fee Schedules across the firm’s DBAs; the Private Capital Management schedule was used because it matches this legal entity’s own name (a separate SouthState Advisory/Minis & Company schedule is a different DBA and was not used). A $1,000,000 account minimum applies but is expressly waivable at the firm’s discretion.
“Private Capital Management Standard Fee Schedule … For clients whose Agreements are executed under Private Capital Management, the following Standard Fee Schedule generally applies, but can be negotiated on a client-by-client basis and therefore fees can vary substantially between clients, including between clients with similar assets. … Market Value of Account Annual Fee Percentage Quarterly Fee Percentage The First $1,000,000 of Assets 1.00% .2500% The Next $1,000,000 of Assets 0.90% .2250% The Next $3,000,000 of Assets 0.75% .1875% All Remaining Assets 0.50% .1250%”
Each balance is billed under the schedule’s own marginal brackets in sequence, 1.00% on the first $1,000,000, then 0.90%, 0.75% and 0.50% on each successive named bracket, with no fixed-dollar minimum fee printed for this schedule.
| Account balance | Annual fee |
|---|---|
| $250,000 | $2,500 |
| $500,000 | $5,000 |
| $1,000,000 | $10,000 |
| $2,000,000 | $19,000 |
See the full breakdown, including how the figure is calculated, on SouthState Private Capital Management’s own fee page.
Registration
SouthState Private Capital Management LLC is registered with the SEC as an investment adviser (CRD #165306, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity). For the fiduciary-standard question itself, see the fiduciary-status page for SouthState Private Capital Management.
What it costs to leave
SouthState Private Capital Management LLC’s Form ADV Part 2A states “A client Agreement may be terminated at any time, by either party, for any reason in accordance with the terms of the governing contract.” SouthState Private Capital Management LLC names four possible custodians in its brochure, with no single default. Charles Schwab & Co., Inc.’s own published fee schedule states “Full transfer (out) of assets: $50 per account.” Equity Trust Company’s own published fee schedule states “Full Termination Fee $250” Fidelity and SouthState Bank, N.A. disclose no comparable line item (an honest gap).
A dedicated how-to-leave page for SouthState Private Capital Management covers the exit costs in full; the general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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- Form ADV Part 2A (July 1, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050438
- SEC IAPD firm summary (CRD #165306, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/165306
Methodology. This page was built September 28, 2026, drawing directly on SouthState Private Capital Management’s own current fee brochure, linked above, and a fresh SEC IAPD registration check run the same day. As of September 28, 2026, this site publishes a fiduciary-status page and a minimum-investment page for SouthState Private Capital Management; where the exit-fee page already exists it is linked above and drawn from that already-sourced page. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading SouthState Private Capital Management’s own Form ADV Part 2A and Form CRS. We have not used SouthState Private Capital Management as a client. SouthState Private Capital Management did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
What does it take to open an account? See SouthState Private Capital Management’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing firms? See all 182 advisor firm reviews in one table, with each firm’s type and its fee on a $500,000 account.