← Back to searchVisit website
SAOS CAPITAL, LLC
CRD 159515 · SEC 801-72927
410 MILL ST, SUITE 107, MOUNT PLEASANT, SC, 29464, United States
Phone
843-388-9925
Fax
843-388-9954
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$239.1M
Discretionary AUM
$225.1M
Team
4 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 456 | $83.0M |
| High net worth individuals | 80 | $142.1M |
| Pension/profit sharing plans | 25 | $14.0M |
States served
AL, CA, GA, LA, MI, NC, PA, SC, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD