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AJ
CFP · ChFC
AJ
CFP · ChFC

Aaron Justice

Southstate Private Capital Management LLC
17 Years of Experience
Daniel Island, SC
1 Disclosure
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Aaron Justice is a CFP, ChFC-designated registered investment advisor at Southstate Private Capital Management LLC, based in Daniel Island, SC, with 17 years of industry experience. Aaron operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 712 clients with $5B in assets under management.

Southstate Private Capital Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
712 clients
Average Client Portfolio
$7.0M average
Assets Under Management
$5.0B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.90%
$2.0M - $3.0M0.75%
$3.0M - $5.0M0.75%
$5M+0.50%

Fee schedules vary by division (e.g., Private Capital Management vs. SouthState Advisory). Fees are negotiable and certain legacy clients may have different rates.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

899 Island Park Dr., Suite 101, Daniel Island, SC, 29401

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
January 2021
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Aaron is the treasurer for the Edisto Island Open Land Trust since 2022, reviewing their P&L, annual budget, and reporting to the board. This requires minimal time and is not investment-related.

Employment History
Current Registrations
Southstate Private Capital Management LLC
July 2026 - Present · 3 mos
Previous Registrations
Synovus Securities, INC.
February 2022 - May 2026 · 4 yrs 3 mos
Synovus Securities, INC.Broker
February 2022 - May 2026 · 4 yrs 3 mos
First Citizens Investor Services, INC.
February 2016 - February 2021 · 5 yrs
First Citizens Investor Services, INC.Broker
January 2016 - February 2021 · 5 yrs 1 mo
First Citizens Asset Management, INC
September 2013 - March 2016 · 2 yrs 6 mos
First Citizens Securities CorporationBroker
August 2013 - January 2016 · 2 yrs 5 mos
Wells Fargo Advisors, LLC
April 2008 - July 2013 · 5 yrs 3 mos
Wells Fargo Advisors, LLCBroker
April 2008 - July 2013 · 5 yrs 3 mos
State Registrations1 state
SC
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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