Disclosure Documents

Osaic Wealth - Form CRS

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

Osaic Wealth 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 C. 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 F. 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

Osaic Wealth - Privacy Policy

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

Osaic Wealth Privacy Policy