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SOVRAN ADVISORS, LLC
CRD 329415 · SEC 801-129342
3131 CAMINO DEL RIO N., SUITE 800, SAN DIEGO, CA, 92108, United States
Phone
619-281-9890
Fax
949-471-5828
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.87B
Discretionary AUM
$1.87B
Team
64 total employees; 60 advisory reps; 69 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3563 | $890.7M |
| High net worth individuals | 355 | $834.0M |
| Pension/profit sharing plans | 59 | $105.4M |
| Charitable organizations | 15 | $13.1M |
| Corporations/business entities | 26 | $31.2M |
States served
AZ, CA, CO, GA, ID, IL, IN, LA, MD, MA, MI, MN, NE, NV, NJ, NM, NY, NC, OH, OR, PA, SC, TN, UT, VA, MO, WA, TX, NH, HI, CT, FL
All web addresses on file
- https://www.linkedin.com/company/sovran-advisors/
- https://www.facebook.com/people/Sovran-Advisors/61556884590816/?mibextid=LQQJ4d
- https://www.instagram.com/sovranadvisors?igsh=MWQ1ZGUxMzBkMA==
- http://www.cwmsd.com
- http://www.eclipsefinancialadvisors.com
- http://www.pinderneimeyer.com
- http://www.oliriafinancial.com
- http://www.sovranpartners.com
- http://www.thefinancialhaus.com
- http://www.integrativewealthpartners.com
- http://www.parliamentwealth.com
- http://www.wealth365advisors.com
- http://www.directpathfinancial.com
- https://jspencerjones.com/
- https://wealthpointeadvisors.com/
- http://www.sovranadvisors.com
- https://www.sovranusa.com/
- https://www.wealthadvisorysolutions.net/
- https://www.pearcyfp.com/
- https://www.omegawealthstrategies.com/
- https://www.envisagewm.com/
- https://www.thecompasscapital.com/
- https://www.empireprivatewealth.com/
- https://www.plrwm.com/
Official SEC filing: View on IAPD