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SOVEREIGN'S CAPITAL MANAGEMENT, LLC
CRD 301879 · SEC 801-126307
3350 RIVERWOOD PARKWAY, #670, ATLANTA, GA, 30339, United States
Phone
404-260-2798
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.28B
Discretionary AUM
$1.28B
Team
37 total employees; 27 advisory reps; 1 broker-dealer reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $101.2M |
| Pooled investment vehicles | 25 | $1.17B |
| Charitable organizations | 1 | $2.2M |
States served
AL, CA, GA, IL, IN, KY, LA, MD, MI, MN, NY, OH, OK, OR, PA, SC, TN, VA, MO, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD