Aaron B. Justice

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT

Daniel Island, SC 29401

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CRD#: 5494323

Professional summary

Aaron Benjamin Justice, CFP®, who also goes by Aaron Justice, is a registered financial advisor currently at SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC located in Daniel Island, South Carolina.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Aaron has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Aaron Justice

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.

EDISTO ISLAND OPEN LAND TRUST | START DATE: 3/1/2022 | 547 HIGHWAY 174, SUITE 7-G, POB 1, EDISTO ISLAND, SC 29438 | LAND PRESERVATION | TREASURER | 1 HR/MO, 0 HRS DURING TRADING | NOT INVESTMENT RELATED | NO COPENSATION | I AM TREASURER FOR THE EDISTO ISLAND OPEN LAND TRUST. THIS INVOLVES REVIEWING THEIR P&L AND ANNUAL BUDGET AND MAKING REPORTS TO THE BOARD ON THE FINANCES OF THE LAND TRUST.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Benjamin Justice'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: 2013

Experience

Current

July 23, 2026 - Present

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

Office #1: 899 Island Park Dr. Suite 101, Daniel Island, SC 29401

RIA

CRD#: 165306

Daniel Island, SC

Past

February 17, 2022 - May 15, 2026

SYNOVUS SECURITIES, INC.

RIA

CRD#: 14023

CHARLESTON, SC

Past

February 16, 2022 - May 15, 2026

SYNOVUS SECURITIES, INC.

CRD#: 14023

CHARLESTON, SC

Past

February 12, 2016 - February 3, 2021

FIRST CITIZENS INVESTOR SERVICES, INC.

RIA

CRD#: 44430

Charleston, SC

Past

January 4, 2016 - February 3, 2021

FIRST CITIZENS INVESTOR SERVICES, INC.

CRD#: 44430

Charleston, SC

Past

September 19, 2013 - March 2, 2016

FIRST CITIZENS ASSET MANAGEMENT, INC

RIA

CRD#: 140777

Charleston, SC

Past

August 30, 2013 - January 4, 2016

FIRST CITIZENS SECURITIES CORPORATION

CRD#: 140161

Charleston, SC

Past

April 30, 2008 - July 30, 2013

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

CHARLESTON, SC

Past

April 1, 2008 - July 30, 2013

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

CHARLESTON, SC

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".

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

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

South Carolina
(7/23/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/25/2008

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/8/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/3/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/31/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

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

SEC notice filing (23 States and Territories)

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 Accounts	1,583
AUM (Assets Under Management)	$ 4,956,973,083

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form 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.

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Advisor Monitoring

Firm Stability Insights

Aaron B. Justice

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Benjamin Justice's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYNOVUS SECURITIES, INC.

SYNOVUS SECURITIES, INC.

FIRST CITIZENS INVESTOR SERVICES, INC.

FIRST CITIZENS INVESTOR SERVICES, INC.

FIRST CITIZENS ASSET MANAGEMENT, INC

FIRST CITIZENS SECURITIES CORPORATION

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/25/2008

Series 63

Date: 4/8/2008

SIE

Date: 10/1/2018

Series 7

Date: 9/3/2010

Series 6

Date: 3/31/2008

Current Firm

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

Contact information

SEC notice filing (23 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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