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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant30 years in industry

DONNA SAWYER MURRAY

Advisor at SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC

Asheville, NC | COLUMBIA, SC

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Search this name across graphsid dfx:ria:12fc7b29-ff71-473d-4847-d4254b2f66e3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 31, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 21, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63|S65
First exam: Feb 21, 1996
First registration: Dec 31, 2001
Dual registered: no
Other names: DONNA MELISSA SAWYER
IAPD individual key: 2709321

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC	Other adviser	Jun 24, 2025	n/a	yes	Asheville, NC\|COLUMBIA, SC	Current employment
FIRST CITIZENS INVESTOR SERVICES, INC.	Bd affiliated wealth	Oct 18, 2004	Jan 7, 2005	no	RALEIGH, NC	Previous registration
COLTON GROOME FINANCIAL ADVISORS, LLC	Independent wealth	Oct 15, 2003	Jul 2, 2004	no	ASHEVILLE, NC	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	Dec 31, 2001	Sep 17, 2003	no	CHARLOTTE, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIRST CITIZENS INVESTOR SERVICES, INC.	SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLC	Jan 7, 2005	Jun 24, 2025	7,473	Firm change after gap	Other
COLTON GROOME FINANCIAL ADVISORS, LLC	FIRST CITIZENS INVESTOR SERVICES, INC.	Jul 2, 2004	Oct 18, 2004	108	Firm change	Other
NEW ENGLAND SECURITIES CORPORATION	COLTON GROOME FINANCIAL ADVISORS, LLC	Sep 17, 2003	Oct 15, 2003	28	Firm change	Other

Relationships

Registered with (4)

→ SOUTHSTATE PRIVATE CAPITAL MANAGEMENT LLCRegistered adviserregistration: current employment
Jun 24, 2025 to presentfactForm ADV
→ FIRST CITIZENS INVESTOR SERVICES, INC.Registered adviserregistration: previous registration
Oct 18, 2004 to Jan 7, 2005factForm ADV
→ COLTON GROOME FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 15, 2003 to Jul 2, 2004factForm ADV
→ NEW ENGLAND SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Dec 31, 2001 to Sep 17, 2003factForm ADV

Dated events

No dated event names this entity yet.