David M. Kirkpatrick

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT

Columbia, SC 29201

Some features on this profile are disabled

CRD#: 6578390

Professional summary

David Murray Kirkpatrick, CFP® is a registered financial advisor currently at SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC located in Columbia, South Carolina.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. David has worked at 3 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 David Murray Kirkpatrick'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: 2010

Experience

Current

January 4, 2026 - Present

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

Office #1: 520 Gervais, Columbia, SC 29201

RIA

CRD#: 165306

Columbia, SC

Past

February 8, 2017 - February 27, 2026

SOUTHSTATE ADVISORY, INC.

RIA

CRD#: 153113

COLUMBIA, SC

Past

November 3, 2015 - May 20, 2019

MINIS & COMPANY

RIA

CRD#: 145238

Columbia, 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
(1/4/2026)

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

Current Firm

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

CRD#: 165306 / SEC#: 801-77650

RIA

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

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Daniel Hoefer

EDWARD JONES

IAR

Irmo, SC

Erin Eiras

INDEPENDENT ADVISOR ALLIANCE, LLC

IAR

Jacksonville, FL

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

David M. Kirkpatrick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Murray Kirkpatrick's CRS (Customer Relationship Summary).

Certified licenses

Experience

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

SOUTHSTATE ADVISORY, INC.

MINIS & COMPANY

Primary Firm SEC Registration

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

State Registrations and Notice Filings

Exams

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

Similar Advisors