DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Southland Equity Partners, LLC.

Independent wealth managerCRD 154481SEC 801-71977website IAPD

Latest filing Jul 14, 2026

First filing on the tape Mar 24, 2012 · 32 filings

SEC status approved since Nov 17, 2010

RAUM

$891M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

100%

$891M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$35.7M

derived; firm RAUM over IAPD count

Employees

21 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

32 filings and snapshots on the tape

RAUM$891M as of Jul 14, 2026

Mar 24, 2012$0 then

HNW client RAUM$216M as of Jul 14, 2026

Apr 2, 2018$7.6M then

State-registered IARs (5.B.3)22 as of Jul 14, 2026

Mar 24, 20120 then

Employees (5.A)22 as of Jul 14, 2026

Apr 1, 20132 then

Private funds: no history

RAUM +14% over the last fiscal year+21% a year over threeIARs 22 to 22offices 16 to 17

Practice profile

derived from the filing of Jul 14, 2026; every figure names its basis

Archetypes, each a printed rule

Mass-affluent RIA · private-client share at least 50 percent, non-HNW individuals at least 60 percent of private-client RAUM

RAUM per advisor: $35.7MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 71derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $6.2MderivedHNW RAUM over HNW clients
Average account: $323,702derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 0.9derivedItem 5.A over advisors
Advisors per office: 1.4derived18 offices incl. principal (1.F.5)
RAUM growth, one year: +14%derivedbetween the last two annual amendments
Advisor growth, one year: +0.0%derivedItem 5.B.3 between annual amendments
Client growth, one year: -34%derived
Compensation: percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, selection of other advisers, otherreportedItem 5.G
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
compensates persons for client referrals (8.G.1)
compensates non-employees for client referrals (8.G.2)

Where the RAUM sits

Form ADV Item 5.D, latest filing

Individuals$676M76%
High-net-worth individuals$216M24%

Individual clients: 1,731reported
HNW clients: 35reported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 2,754reported
Financial planning clients: 11-25reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=12.0derived

Advisors registered through the firm

24 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Eric David Antrobius	Earlysville, Va	Jul 19, 2010	33 y	3
Brian Scott Thomas	Makawao, Hi	Sep 17, 2014	27 y	2
Gayle M Long	Wailuku, Hi	Sep 17, 2014	46 y	2
Robert Michael LeshnakCertified Financial Planner	West Chester, Oh	Nov 13, 2014	35 y	1
Dennis Lee Jackson	Grover Beach, Ca	Nov 13, 2014	26 y	2
Richard Stanley Rebello	Windsor, Ca	Nov 13, 2014	24 y	3
James Asher Jackson	Grover Beach, Ca	Nov 13, 2014	19 y	5
Larry Alan Gunstream	Glendora, Ca	Nov 13, 2014	44 y	1
Jonathan Hunter Bodwell	Martingsburg, Wv	Sep 10, 2015	37 y	2
Christopher Allen Salyer	Abingdon, Va	Nov 12, 2015	26 y	3
Betsy Ann Sullivan	Santa Rosa Beach, Fl	Mar 30, 2016	32 y	2
Thomas David Ebner	West Chester, Oh	Jul 22, 2016	28 y	2
Robert Burks WoodCertified Financial Planner	Asheville, Nc	Dec 21, 2016	40 y	4
Alan Russell CrosbyCertified Financial Planner	Modesto, Ca	Aug 21, 2018	16 y	3
Gregory Alan CrosbyCertified Financial Planner	Modesto, Ca	Aug 21, 2018	39 y	3
June Yuejiao Wang Chin	New York, Ny	May 8, 2019	31 y	2
Raymond Edward Bolin	North Ridgeville, Oh	Feb 3, 2021	24 y	1
Michael Stephen HolbrookCertified Financial Planner	Walnut Creek, Ca	Oct 20, 2023	36 y	2
Peter Krussel	Wildwood, Mo	Nov 3, 2023	30 y	1
Erich Andulan CastilloChartered Financial Consultant	Lexington, Ky	Jan 22, 2024	28 y	3
Eric Taylor	Lexington, Ky	Jan 23, 2024	23 y	1
David Lee Cunningham	Lexington, Ky	Jun 21, 2024	27 y	0
Rick Allen HealyCertified Financial Planner	Pioneer, Ca	Oct 2, 2024	39 y	2
William Woodrow Welch	Cookeville, Tn	Mar 17, 2026	30 y	4

Advisor movement

1 left, 1 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 4.0% of current headcount2 left over 36 months

Left, latest

Michelle Linne Best to United Planners' Financial Services Of America A Limited Partner
Dec 31, 2025 · RIA to RIA
James Carl Sexton to Western Reserve Capital Management, LLC
Apr 24, 2024 · RIA to RIA
Gage Cobey Paul to North Star Advisory Group, LLC
Dec 31, 2022 · RIA to RIA
Matthew Thomas Garot to Packerland Brokerage Services, Inc.
Jun 29, 2021 · RIA to RIA
Melanie Jo Pearson to UBS Financial Services Inc.
Dec 4, 2020 · RIA to wirehouse
Michael J Schano to Arbor Point Advisors
Dec 26, 2018 · RIA to affiliated broker-dealer or bank
Damon Ridley to Householder Group Estate & Retirement Specialists
Nov 30, 2016 · Other
Kaiping Kenneth Wu to Osaic Wealth, Inc.
Oct 20, 2016 · Other
Richard David Mercado to Cambridge Investment Research Advisors, Inc.
Sep 7, 2012 · Other
Matthew Mcmaster Gaude to American Portfolios Advisors, Inc
Mar 15, 2011 · Other

Joined, latest

William Woodrow Welch from Osaic Wealth, Inc.
Mar 17, 2026 · Affiliated broker-dealer or bank to independent RIA
Rick Allen Healy from Osaic Wealth, Inc.
Oct 2, 2024 · Affiliated broker-dealer or bank to independent RIA
Michelle Linne Best from Vanguard Advisers, Inc.
May 28, 2024 · Affiliated broker-dealer or bank to independent RIA
Eric Taylor from Fsc Securities Corporation
Jan 23, 2024 · Other
Erich Andulan Castillo from Fsc Securities Corporation
Jan 22, 2024 · Affiliated broker-dealer or bank to independent RIA
Michael Stephen Holbrook from Fsc Securities Corporation
Oct 20, 2023 · Affiliated broker-dealer or bank to independent RIA
Matthew Thomas Garot from Associated Investment Services, Inc.
Mar 1, 2021 · RIA to RIA
Raymond Edward Bolin from Fsc Securities Corporation
Feb 3, 2021 · Affiliated broker-dealer or bank to independent RIA
Melanie Jo Pearson from Charles Schwab & Co., Inc.
Nov 3, 2020 · Affiliated broker-dealer or bank to independent RIA
Gage Cobey Paul from Storey & Associates
Jun 1, 2020 · RIA to RIA
Alan Russell Crosby from Fsc Securities Corporation
Aug 21, 2018 · Affiliated broker-dealer or bank to independent RIA
Thomas David Ebner from Fsc Securities Corporation
Jul 22, 2016 · Other
Betsy Ann Sullivan from Fsc Securities Corporation
Mar 30, 2016 · Other
Michael J Schano from Fsc Securities Corporation
Feb 4, 2016 · Other
Christopher Allen Salyer from Fsc Securities Corporation
Nov 12, 2015 · Other

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

6 joined from Fsc Securities Corporation
Nov 3, 2023 · Grover Beach, Ca

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

David Eric Antrobius · Managing Membercontrol
since 06/2010 · owns 75% or more
Peter Krussel · Chief Compliance Officercontrol
since 03/2011 · owns less than 5%

Related persons

Schedule D 7.A

Service First Brokerage, Inc.
real estaten

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Left
Lexington, Ky	3	0
Grover Beach, Ca	2	0
Modesto, Ca	2	0
West Chester, Oh	2	0
Hudson, Oh	0	0
Spring Hill, Fl	0	1

Offices

Schedule D 1.F, the 25 largest

Modesto, CA2 employees
Grover Beach, CA2 employees
West Chester, OH2 employees
Lexington, KY2 employees
, 1 employees
Hudson, OH1 employees
New York, NY1 employees
, 1 employees
, 1 employees
Martinsburg, WV1 employees
, 1 employees
, 1 employees
Windsor, CA1 employees
Kahului, HI1 employees
North Ridgeville, OH1 employees

ADV anomalies

1 against comparable advisers; where to look, not conclusions

clients down average size upCombination · filing Mar 31, 2026
private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-market or the departure of small accounts. RAUM $785,307,417 to $891,474,518, advisors 22 to 22, private clients 2696 to 1766, offices 16 to 17 (2025-03-27 to 2026-03-31)
peers: independent wealth managers, $500M to $1B (1,483)

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 2,680 to 2,754
Nov 13, 2025 to Mar 31, 2026
HNW clients · 16 to 35
Nov 13, 2025 to Mar 31, 2026
Individual clients · 2,680 to 1,731
Nov 13, 2025 to Mar 31, 2026
Other offices · 16 to 17
Nov 13, 2025 to Mar 31, 2026
Discretionary RAUM · $785M to $891M
Nov 13, 2025 to Mar 31, 2026
HNW RAUM · $174M to $216M
Nov 13, 2025 to Mar 31, 2026
Individual RAUM · $612M to $676M
Nov 13, 2025 to Mar 31, 2026
Non-discretionary RAUM · $6 to $0
Nov 13, 2025 to Mar 31, 2026
RAUM · $785M to $891M
Nov 13, 2025 to Mar 31, 2026
Accounts · 2,714 to 2,680
Apr 1, 2024 to Mar 27, 2025
HNW clients · 8 to 16
Apr 1, 2024 to Mar 27, 2025
Individual clients · 2,709 to 2,680
Apr 1, 2024 to Mar 27, 2025
Financial planning clients · 11-25 to 11-25
Apr 1, 2024 to Mar 27, 2025
HQ city · unset to
Apr 1, 2024 to Mar 27, 2025
HQ state · unset to
Apr 1, 2024 to Mar 27, 2025
Other offices · 15 to 16
Apr 1, 2024 to Mar 27, 2025
Discretionary RAUM · $604M to $785M
Apr 1, 2024 to Mar 27, 2025
HNW RAUM · $72.3M to $174M
Apr 1, 2024 to Mar 27, 2025
Individual RAUM · $564M to $612M
Apr 1, 2024 to Mar 27, 2025
Non-discretionary RAUM · $32.9M to $6
Apr 1, 2024 to Mar 27, 2025
RAUM · $636M to $785M
Apr 1, 2024 to Mar 27, 2025
Accounts · 2,482 to 2,714
Oct 30, 2023 to Apr 1, 2024
Advisory employees · 20 to 21
Oct 30, 2023 to Apr 1, 2024
BD registered reps · 14 to 12
Oct 30, 2023 to Apr 1, 2024
HNW clients · 3 to 8
Oct 30, 2023 to Apr 1, 2024
Individual clients · 2,479 to 2,709
Oct 30, 2023 to Apr 1, 2024
Employees · 21 to 22
Oct 30, 2023 to Apr 1, 2024
Insurance-licensed employees · 14 to 11
Oct 30, 2023 to Apr 1, 2024
State-registered IARs · 21 to 22
Oct 30, 2023 to Apr 1, 2024
Discretionary RAUM · $477M to $604M
Oct 30, 2023 to Apr 1, 2024
HNW RAUM · $24.8M to $72.3M
Oct 30, 2023 to Apr 1, 2024
Individual RAUM · $480M to $564M
Oct 30, 2023 to Apr 1, 2024
Non-discretionary RAUM · $28.3M to $32.9M
Oct 30, 2023 to Apr 1, 2024
RAUM · $505M to $636M
Oct 30, 2023 to Apr 1, 2024
Accounts · 2,323 to 2,482
Mar 29, 2022 to Mar 31, 2023
Advisory employees · 21 to 20
Mar 29, 2022 to Mar 31, 2023
BD registered reps · 16 to 14
Mar 29, 2022 to Mar 31, 2023
HNW clients · 5 to 3
Mar 29, 2022 to Mar 31, 2023
Individual clients · 2,318 to 2,479
Mar 29, 2022 to Mar 31, 2023
Employees · 22 to 21
Mar 29, 2022 to Mar 31, 2023

Signals

7 dated events

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

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Business email: info@crosbyca.comreportedpublished by the firm, firm site, Sep 16, 2026
Business email: reilly@crosbyca.comreportedpublished by the firm, firm site, Sep 16, 2026
Business email: jeofre@crosbyca.comreportedpublished by the firm, firm site, Sep 16, 2026
Business email: joanna@crosbyca.comreportedpublished by the firm, firm site, Sep 16, 2026
Business email: melissa@crosbyca.comreportedpublished by the firm, firm site, Sep 16, 2026
Business phone: 209-576-8000reportedpublished by the firm, firm site, Sep 16, 2026
Website: CROSBYCA.COMreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 770.998.5879reportedpublic record, Form ADV, Jul 14, 2026
Contact form: crosbycapitaladvisors.com/contactreportedpublished by the firm, firm site, Sep 16, 2026
Team page: crosbycapitaladvisors.com/our-teamreportedpublished by the firm, firm site, Sep 16, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $35.7Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026