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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SOUTHLAND EQUITY PARTNERS, LLC.

CRD 154481

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fddd09d7-bc37-36d6-4dec-2c5220fa4209

Data as of Jul 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 41
Dated events: 7
On other graphs: 0
Observed: Mar 24, 2012 to Jul 14, 2026
32 observations

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

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=12.0
Regulatory AUM: $891MItem 5.F on the latest filing (2026-07-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $891M
Private client RAUM: $891MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 25
RAUM per advisor: $35.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 22
Advisory employees: 21
Offices: 17Schedule D 1.F, beyond the principal office
Accounts: 2,754
Individual clients: 1,731
High net worth clients: 35
SEC number: 801-71977
CRD: 154481
Filings on the tape: 32
First filed: Mar 24, 2012
Latest filed: Jul 14, 2026
Organised: Limited Liability Company, VA
Website: longfinancialservices.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ERIC DAVID ANTROBIUS	n/a	EARLYSVILLE, VA	16	33	3	yes
BRIAN SCOTT THOMAS	n/a	MAKAWAO, HI	12	27	2	no
GAYLE M LONG	n/a	WAILUKU, HI	12	46	2	yes
LARRY ALAN GUNSTREAM	n/a	GLENDORA, CA	11	44	1	yes
ROBERT MICHAEL LESHNAK	Certified Financial Planner	WEST CHESTER, OH	11	35	1	yes
DENNIS LEE JACKSON	n/a	GROVER BEACH, CA	11	26	2	yes
RICHARD STANLEY REBELLO	n/a	WINDSOR, CA	11	24	3	yes
JAMES ASHER JACKSON	n/a	GROVER BEACH, CA	11	19	5	yes
JONATHAN HUNTER BODWELL	n/a	MARTINGSBURG, WV	11	37	2	no
CHRISTOPHER ALLEN SALYER	n/a	Abingdon, VA	10	26	3	yes
BETSY ANN SULLIVAN	n/a	Santa Rosa Beach, FL	10	32	2	no
THOMAS DAVID EBNER	n/a	West Chester, OH	10	28	2	no
ROBERT BURKS WOOD	Certified Financial Planner	Asheville, NC	9	40	4	no
GREGORY ALAN CROSBY	Certified Financial Planner	MODESTO, CA \| Modesto, CA	8	39	3	yes
ALAN RUSSELL CROSBY	Certified Financial Planner	MODESTO, CA \| Livermore, CA	8	16	3	yes
JUNE YUEJIAO WANG CHIN	n/a	NEW YORK, NY \| New York, NY	7	31	2	yes
RAYMOND EDWARD BOLIN	n/a	NORTH RIDGEVILLE, OH	5	24	1	no
MICHAEL STEPHEN HOLBROOK	Certified Financial Planner	Walnut Creek, CA \| WALNUT CREEK, CA	2	36	2	yes
PETER KRUSSEL	n/a	WILDWOOD, MO	2	30	1	yes
ERICH ANDULAN CASTILLO	Chartered Financial Consultant	LEXINGTON, KY	2	29	3	no
ERIC TAYLOR	n/a	Lexington, KY	2	23	1	no
DAVID LEE CUNNINGHAM	n/a	Lexington, KY	2	27	n/a	no
RICK ALLEN HEALY	Certified Financial Planner	PIONEER, CA	1	39	2	no
WILLIAM WOODROW WELCH	n/a	Cookeville, TN	0	30	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ANTROBIUS, ERIC, DAVID	MANAGING MEMBER	E	yes	06/2010	Mar 24, 2012	Apr 1, 2024
KRUSSEL, PETER	CHIEF COMPLIANCE OFFICER	Na	yes	03/2011	Mar 24, 2012	Apr 1, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
SERVICE FIRST BROKERAGE, INC.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
GROVER BEACH	CA	United States	2	yes
Modesto	CA	United States	2	yes
Lexington	Ky	United States	2	yes
WEST CHESTER	Oh	United States	2	yes
Windsor	CA	United States	1	yes
Kahului	Hi	United States	1	yes
NEW YORK	NY	United States	1	yes
Hudson	Oh	United States	1	yes
NORTH RIDGEVILLE	Oh	United States	1	yes
Martinsburg	Wv	United States	1	yes
n/a	n/a	n/a	1	yes
n/a	n/a	n/a	1	yes
n/a	n/a	n/a	1	yes
n/a	n/a	n/a	1	yes
n/a	n/a	n/a	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$891M	$891M	22	21	17	n/a	n/a
2024	Mar 27, 2025	$785M	$785M	22	21	16	n/a	n/a
2023	Apr 1, 2024	$636M	$604M	22	21	15	n/a	n/a
2022	Mar 31, 2023	$505M	$477M	21	20	15	n/a	n/a
2021	Mar 29, 2022	$561M	$524M	22	21	15	n/a	n/a
2020	Mar 19, 2021	$395M	$349M	22	21	15	n/a	n/a
2019	Mar 26, 2020	$212M	$177M	21	20	15	n/a	n/a
2018	Mar 27, 2019	$207M	$181M	20	16	14	n/a	n/a
2017	Apr 2, 2018	$211M	$185M	20	15	15	n/a	n/a
2016	Mar 31, 2017	$129M	$115M	25	23	n/a	n/a	n/a
2015	Mar 30, 2016	$46.4M	$43.8M	20	18	n/a	n/a	n/a
2014	Mar 31, 2015	$0	$0	20	18	n/a	n/a	n/a
2013	Mar 26, 2014	$0	$0	2	0	n/a	n/a	n/a
2012	Apr 1, 2013	n/a	n/a	2	0	n/a	n/a	n/a
2011	Mar 24, 2012	$0	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	4.0%	0	0	0	6	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$891M	$785M	13.5%	$505M	20.8%	22	22	17	16

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FSC SECURITIES CORPORATION	6	Nov 3, 2023	Oct 20, 2023	GROVER BEACH, CA	Team lift out	Ibd to RIA	1.2%

Relationships

Registered with (35)

← WILLIAM WOODROW WELCHAdvisorregistration: current employment
Mar 17, 2026 to presentfactForm ADV
← JOSE ROMEO PORTILLOAdvisorregistration: current employment
Feb 12, 2026 to presentfactForm ADV
← RICK ALLEN HEALYAdvisorregistration: current employment
Oct 2, 2024 to presentfactForm ADV
← DAVID LEE CUNNINGHAMAdvisorregistration: current employment
Jun 21, 2024 to presentfactForm ADV
← PETER KRUSSELAdvisorregistration: current employment
May 1, 2024 to presentfactForm ADV
← ERIC TAYLORAdvisorregistration: current employment
Jan 23, 2024 to presentfactForm ADV
← ERICH ANDULAN CASTILLOAdvisorregistration: current employment
Jan 22, 2024 to presentfactForm ADV
← MICHAEL STEPHEN HOLBROOKAdvisorregistration: current employment
Oct 20, 2023 to presentfactForm ADV
← RAYMOND EDWARD BOLINAdvisorregistration: current employment
Feb 3, 2021 to presentfactForm ADV
← JUNE YUEJIAO WANG CHINAdvisorregistration: previous registration
Oct 1, 2014 to Dec 31, 2016factForm ADV
← GREGORY ALAN CROSBYAdvisorregistration: previous registration
Mar 9, 2015 to Dec 17, 2015factForm ADV
← ALAN RUSSELL CROSBYAdvisorregistration: current employment
Aug 21, 2018 to presentfactForm ADV
← ROBERT BURKS WOODAdvisorregistration: previous registration
Sep 17, 2014 to Dec 2, 2016factForm ADV
← THOMAS DAVID EBNERAdvisorregistration: current employment
Jul 22, 2016 to presentfactForm ADV
← BETSY ANN SULLIVANAdvisorregistration: current employment
Mar 30, 2016 to presentfactForm ADV
← CHRISTOPHER ALLEN SALYERAdvisorregistration: current employment
Nov 12, 2015 to presentfactForm ADV
← JONATHAN HUNTER BODWELLAdvisorregistration: current employment
Sep 10, 2015 to presentfactForm ADV
← LARRY ALAN GUNSTREAMAdvisorregistration: current employment
Nov 13, 2014 to presentfactForm ADV
← ROBERT MICHAEL LESHNAKAdvisorregistration: current employment
Nov 13, 2014 to presentfactForm ADV
← DENNIS LEE JACKSONAdvisorregistration: current employment
Nov 13, 2014 to presentfactForm ADV
← RICHARD STANLEY REBELLOAdvisorregistration: current employment
Nov 13, 2014 to presentfactForm ADV
← JAMES ASHER JACKSONAdvisorregistration: current employment
Nov 13, 2014 to presentfactForm ADV
← BRIAN SCOTT THOMASAdvisorregistration: current employment
Sep 17, 2014 to presentfactForm ADV
← GAYLE M LONGAdvisorregistration: current employment
Sep 17, 2014 to presentfactForm ADV
← ERIC DAVID ANTROBIUSAdvisorregistration: current employment
Jul 19, 2010 to presentfactForm ADV
← MICHELLE LINNE BESTAdvisorregistration: previous registration
May 28, 2024 to Dec 31, 2025factForm ADV
← JAMES CARL SEXTONAdvisorregistration: previous registration
May 3, 2011 to Apr 24, 2024factForm ADV
← GAGE COBEY PAULAdvisorregistration: previous registration
Jun 1, 2020 to Dec 31, 2022factForm ADV
← MATTHEW THOMAS GAROTAdvisorregistration: previous registration
Mar 1, 2021 to Jun 29, 2021factForm ADV
← Melanie Jo PearsonAdvisorregistration: previous registration
Nov 3, 2020 to Dec 4, 2020factForm ADV
and 5 more

Controls (2)

← ANTROBIUS, ERIC, DAVIDOwnerMANAGING MEMBER, ownership code E, individual
Mar 24, 2012 to Apr 1, 2024factForm ADV
← KRUSSEL, PETEROwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 24, 2012 to Apr 1, 2024factForm ADV

Moved with (1)

← FSC SECURITIES CORPORATIONRegistered adviser6 advisors, team lift out, same day
Nov 3, 2023 to Oct 20, 2023factForm ADV

Dated events

Occurred
Dec 31, 2025
Advisor changed firm
Michelle Linne Best left Southland Equity Partners, Llc. for United Planners' Financial Services Of America A Limited Partner (registered 2026-01-13)
Form ADVobserved 4 days ago
Occurred
Apr 24, 2024
Advisor changed firm
James Carl Sexton left Southland Equity Partners, Llc. for Western Reserve Capital Management, Llc (registered 2024-04-02)
Form ADVobserved 4 days ago
Occurred
Apr 1, 2024
Regulatory AUM changed
Southland Equity Partners, Llc. reported RAUM $636.4M, up 26% from $505.1M (2023-10-30 to 2024-04-01)
Form ADVobserved 4 days ago
$131M
Occurred
Nov 3, 2023
Team lift-out
6 advisors left Fsc Securities Corporation (Grover Beach, CA) for Southland Equity Partners, LLC. on the same day
Form ADVobserved 3 days ago
6 advisors
Occurred
Dec 31, 2022
Advisor changed firm
Gage Cobey Paul left Southland Equity Partners, Llc. for North Star Advisory Group, Llc (registered 2023-01-19)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2022
Regulatory AUM changed
Southland Equity Partners, Llc. reported RAUM $560.5M, up 42% from $394.8M (2021-09-09 to 2022-03-29)
Form ADVobserved 4 days ago
$166M
Occurred
Mar 19, 2021
Regulatory AUM changed
Southland Equity Partners, Llc. reported RAUM $394.8M, up 86% from $212.4M (2021-03-01 to 2021-03-19)
Form ADVobserved 4 days ago
$182M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fddd09d7-bc37-36d6-4dec-2c5220fa4209
First observed: Mar 24, 2012
Last observed: Jul 14, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds 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.

SOUTHLAND EQUITY PARTNERS, LLC.

CRD 154481

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fddd09d7-bc37-36d6-4dec-2c5220fa4209

Data as of Jul 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:32 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ERIC DAVID ANTROBIUS

n/a

EARLYSVILLE, VA

yes

BRIAN SCOTT THOMAS

n/a

MAKAWAO, HI

GAYLE M LONG

n/a

WAILUKU, HI

yes

LARRY ALAN GUNSTREAM

n/a

GLENDORA, CA

yes

ROBERT MICHAEL LESHNAK

Certified Financial Planner

WEST CHESTER, OH

yes

DENNIS LEE JACKSON

n/a

GROVER BEACH, CA

yes

RICHARD STANLEY REBELLO

n/a

WINDSOR, CA

yes

JAMES ASHER JACKSON

n/a

GROVER BEACH, CA

yes

JONATHAN HUNTER BODWELL

n/a

MARTINGSBURG, WV

CHRISTOPHER ALLEN SALYER

n/a

Abingdon, VA

yes

BETSY ANN SULLIVAN

n/a

Santa Rosa Beach, FL

THOMAS DAVID EBNER

n/a

West Chester, OH

ROBERT BURKS WOOD

Certified Financial Planner

Asheville, NC

GREGORY ALAN CROSBY

Certified Financial Planner

MODESTO, CA | Modesto, CA

yes

ALAN RUSSELL CROSBY

Certified Financial Planner

MODESTO, CA | Livermore, CA

yes

JUNE YUEJIAO WANG CHIN

n/a

NEW YORK, NY | New York, NY

yes

RAYMOND EDWARD BOLIN

n/a

NORTH RIDGEVILLE, OH

MICHAEL STEPHEN HOLBROOK

Certified Financial Planner

Walnut Creek, CA | WALNUT CREEK, CA

yes

PETER KRUSSEL

n/a

WILDWOOD, MO

yes

ERICH ANDULAN CASTILLO

Chartered Financial Consultant

LEXINGTON, KY

ERIC TAYLOR

n/a

Lexington, KY

DAVID LEE CUNNINGHAM

n/a

Lexington, KY

n/a

RICK ALLEN HEALY

Certified Financial Planner

PIONEER, CA

WILLIAM WOODROW WELCH

n/a

Cookeville, TN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANTROBIUS, ERIC, DAVID

MANAGING MEMBER

yes

06/2010

Mar 24, 2012

Apr 1, 2024

KRUSSEL, PETER

CHIEF COMPLIANCE OFFICER

yes

03/2011

Mar 24, 2012

Apr 1, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

SERVICE FIRST BROKERAGE, INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

GROVER BEACH

United States

yes

Modesto

United States

yes

Lexington

United States

yes

WEST CHESTER

United States

yes

Windsor

United States

yes

Kahului

United States

yes

NEW YORK

United States

yes

Hudson

United States

yes

NORTH RIDGEVILLE

United States

yes

Martinsburg

United States

yes

n/a

yes

n/a

yes

n/a

yes

n/a

yes

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$891M

n/a

2024

Mar 27, 2025

$785M

n/a

2023

Apr 1, 2024

$636M

$604M

n/a

2022

Mar 31, 2023

$505M

$477M

n/a

2021

Mar 29, 2022

$561M

$524M

n/a

2020

Mar 19, 2021

$395M

$349M

n/a

2019

Mar 26, 2020

$212M

$177M

n/a

2018

Mar 27, 2019

$207M

$181M

n/a

2017

Apr 2, 2018

$211M

$185M

n/a

2016

Mar 31, 2017

$129M

$115M

n/a

2015

Mar 30, 2016

$46.4M

$43.8M

n/a

2014

Mar 31, 2015

n/a

2013

Mar 26, 2014

n/a

2012

Apr 1, 2013

n/a

2011

Mar 24, 2012

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

4.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$891M

$785M

13.5%

$505M

20.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FSC SECURITIES CORPORATION

Nov 3, 2023

Oct 20, 2023

GROVER BEACH, CA

Team lift out

Ibd to RIA

1.2%