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.

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

Dec 19, 2003earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Dec 19, 2003

First registration

May 16, 2006

Dual registered

no

IAPD individual key

4692975

• Occurred

  Feb 27, 2026
  Advisor changed firm

  Jon Peter Ahrens left Southstate Advisory, Inc. for Southstate Private Capital Management Llc (registered 2026-01-04)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:21bc9c87-ce3a-5cf0-0d4f-7ac08f7852c5

First observed

May 16, 2006

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.