Broker Check

Disclosure Documents

Triad Advisors - Form CRS

This form is required to be accessible upon request by our clients. Southern Financial Group is registered through Triad Advisors. Please click the link below to access the form.

Triad Form CRS

Form CRS

This form is required to be accessible upon request by our clients. Please click the link below to access the form.

Form CRS

Form ADV Part 1

This form is required to be accessible upon request by our clients. Please click the link below to access the form.

Form ADV Part 1

Form ADV Part 2A

This form is required to be accessible upon request by our clients. Please click the link below to access the form.

Form ADV Part 2A

Form ADV Part 2B for Todd Holder

This form is required to be accessible upon request by our clients. Please click the link below to access the form.

Form ADV Part 2B for Todd Holder

Form ADV Part 2B for David Painter

This form is required to be accessible upon request by our clients. Please click the link below to access the form.

Form ADV Part 2B for David Painter

Southern Financial Group - Privacy Policy

This form is required to be accessible upon request by our clients. Please click the link below to access the form.

SFG Privacy Policy

Triad Advisors - Privacy Policy

This form is required to be accessible upon request by our clients. Southern Financial Group is registered through Triad Advisors. Please click the link below to access the form.

Triad Privacy Policy