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PK

Peter Keilman

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC
COLUMBIA, SC 29201
Some features on this profile are disabled
CRD#: 4165982
PK

Professional summary

Peter Keilman, CFP®, who also goes by Peter Christopher Keilman, is a registered financial advisor currently at SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC located in Columbia, South Carolina.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Peter has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Peter Christopher Keilman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Keilman's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

October 20, 2020 - Present

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

Office #1: 520 Gervais Street, Columbia, SC 29201
RIA
CRD#: 165306
COLUMBIA, SC
Past

December 16, 2013 - August 24, 2016

TOWNSEND

RIA
CRD#: 113681
WESTMINSTER, CO
Past

December 13, 2013 - August 19, 2016

SECURITIES AMERICA, INC.

BD
CRD#: 10205
WESTMINSTER, CO
Past

April 18, 2000 - March 7, 2013

JANUS HENDERSON DISTRIBUTORS US LLC

BD
CRD#: 28832
DENVER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SP
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC
GUARANTY BANK AND TRUST COMPANY | SOUTHSTATE WEALTH | SOUTHSTATE RETIREMENT PLAN SERVICES | SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC | PRIVATE CAPITAL MANAGEMENT, LLC | PRIVATE CAPITAL MANAGEMENT | MINIS & COMPANY

CRD#: 165306 / SEC#: 801-77650

RIA
Registered Investment Advisory firm - (2/28/2013 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Arizona
(9/19/2025)
IAR
California
(9/15/2025)
IAR
Colorado
(10/20/2020)
IAR
Florida
(9/30/2025)
IAR
Illinois
(9/15/2025)
IAR
Louisiana
(9/19/2025)
IAR
New Mexico
(9/16/2025)
IAR
Texas
(10/20/2020)

Exams

State Security Law Exam
RR
Series 63
Date: 4/20/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/19/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/8/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/17/2000
Investment Company Products/Variable Contracts Representative Examination

Current Firm

SP
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC
GUARANTY BANK AND TRUST COMPANY | SOUTHSTATE WEALTH | SOUTHSTATE RETIREMENT PLAN SERVICES | SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC | PRIVATE CAPITAL MANAGEMENT, LLC | PRIVATE CAPITAL MANAGEMENT | MINIS & COMPANY

CRD#: 165306 / SEC#: 801-77650

RIA
Registered Investment Advisory firm - (2/28/2013 Approved)
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Contact information

Main Address
520 Gervais Street, Columbia, SC 29201
Mailing Address
Phone number
(803) 231-3492
Established
Firm type
Fiscal year end
# of Employees
38

SEC notice filing (23 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV BROCHURE 2026- ANNUAL (1/30/2026)

Regulatory assets under management

Total Number of Accounts1,583
AUM (Assets Under Management)$ 4,956,973,083

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
07/29/2025
Cover Page
Report
12/26/2024
Cover Page
Report
01/29/2024
Cover Page
Report
06/22/2023
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

CRD#: 165306Columbia, SC 29201

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