Southland Equity Partners, Llc.
- Regulatory AUM
- $891M
- Discretionary
- $891M
- Clients
- 1,766
- Avg AUM / client
- $505K
- Accounts
- 2,754
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of Jul 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,731 | $676M | 75.8% |
| High net worth individuals | 35 | $216M | 24.2% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Jumpstartmd, Inc. 401(k) Profit Sharing Plan & Trust Jumpstartmd, Inc. | 2024 |
People (25)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric David Antrobius | Managing Member | Jun 2010 (16y) | 75% or more | |
| Peter Krussel | Chief Compliance Officer | Mar 2011 (15y) | Less than 5% | |
| Brian Scott Thomas | Registered representative | Sep 2014 (12y) | ||
| Gayle M Long | Registered representative | Sep 2014 (12y) | ||
| Dennis Lee Jackson | Registered representative | Nov 2014 (12y) | ||
| James Asher Jackson | Registered representative | Nov 2014 (12y) | ||
| Larry Alan Gunstream | Registered representative | Nov 2014 (12y) | ||
| Richard Stanley Rebello | Registered representative | Nov 2014 (12y) | ||
| Robert Michael Leshnak | Registered representative | CFP | Nov 2014 (12y) | |
| Jonathan Hunter Bodwell | Registered representative | Sep 2015 (11y) | ||
| Christopher Allen Salyer | Registered representative | Nov 2015 (11y) | ||
| Betsy Ann Sullivan | Registered representative | Mar 2016 (10y) | ||
| Thomas David Ebner | Registered representative | Jul 2016 (10y) | ||
| Robert Burks Wood | Registered representative | CFP | Dec 2016 (10y) | |
| Alan Russell Crosby | Registered representative | CFP | Aug 2018 (8y) | |
| Gregory Alan Crosby | Registered representative | CFP | Aug 2018 (8y) | |
| June Yuejiao Wang Chin | Registered representative | May 2019 (7y) | ||
| Raymond Edward Bolin | Registered representative | Feb 2021 (5y) | ||
| Michael Stephen Holbrook | Registered representative | CFP | Oct 2023 (3y) | |
| Erich Andulan Castillo | Registered representative | Chartered Financial Consultant | Jan 2024 (3y) | |
| Eric Taylor | Registered representative | Jan 2024 (3y) | ||
| David Lee Cunningham | Registered representative | Jun 2024 (2y) | ||
| Rick Allen Healy | Registered representative | CFP | Oct 2024 (2y) | |
| Jose Romeo Portillo | Registered representative | Feb 2026 (0y) | ||
| William Woodrow Welch | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Jumpstartmd, Inc. 401(k) Profit Sharing Plan & Trust | Jumpstartmd, Inc. | 97 | $6.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/14/2026 | 1000 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 14, 2026.
View current Form ADV (SEC/IAPD) ↗