Broker Check

Disclosure Documents

Form CRS

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Form CRS

Form ADV Part 1

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Form ADV Part 1

Form ADV Part 2A

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Form ADV Part 2A

Form ADV Part 2B for Todd Holder

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Form ADV Part 2B for Todd Holder

Form ADV Part 2B for David Painter

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Form ADV Part 2B for David Painter

Southern Financial Group - Privacy Policy

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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