Bible & Sovereign Partners Financial Services

Overview

Bible & Sovereign Partners Financial Services is organized as a limited liability company and is owned by an individual. The firm presents itself as a capital allocator and offers a mix of advisory services focused on private clients: financial planning, portfolio management for individuals and small businesses, pension consulting-type services and the selection of other advisers. Its fee model is flexible, supporting percentage-of-AUM arrangements as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not designated as a multistate adviser. It is not listed as newly formed. The combination of portfolio management plus the ability to select other advisers suggests a business model that can both manage client portfolios directly and outsource or vet third‑party managers when appropriate.

Assets & Accounts

Location & Offices