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MS

Marion F. Sanders

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT
Spartanburg, SC 29302
Some features on this profile are disabled
CRD#: 7358505
MS
Marion Franklin SandersSOUTHSTATE PRIVATE CAPITAL MANAGEMENT

Professional summary

Marion Franklin Sanders, who also goes by Marion Franklin Sander, is a registered financial advisor currently at SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC located in Spartanburg, South Carolina.

Marion is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Marion has worked at 2 firms and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Marion Franklin Sander

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 Marion Franklin Sanders'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®
None

Experience

Current

January 4, 2026 - Present

SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

Office #1: 320 East Main Street Suite 410, Spartanburg, SC 29302
RIA
CRD#: 165306
Spartanburg, SC
Past

March 30, 2021 - February 27, 2026

SOUTHSTATE ADVISORY, INC.

RIA
CRD#: 153113
Spartanburg, 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".
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
South Carolina
(1/4/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/24/2021
Uniform Investment Adviser Law 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)

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#: 165306Spartanburg, SC 29302

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