SOUTHERN TRUST FINANCIAL PLANNING, INC.
SEC file number 801-70791
· SARASOTA, FL
https://southernplanning.co.uk ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$188.6M
Discretionary AUM
$188.6M
Employees
7
Clients
—
Firm
- Address
- 1943 MORRILL STREET
SARASOTA, FL 34236 - Phone
- —
- Website
- https://southernplanning.co.uk
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
- SouthStar Financial LLC Medium name-match confidence · CIK 1721683 · SC
-
SouthStar Financial LLC · D/A · Sep 11, 2026
-
SouthStar Financial LLC · D/A · Sep 12, 2025