SAOS CAPITAL, LLC
Firm details
- Headquarters
- MOUNT PLEASANT, South Carolina
- CRD number
- 159515
- Registered since
- January 4, 2012
- Website
- www.saoscapital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI59.42%
- Individuals34.71%
- Pension & Profit Sharing Plans5.87%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Saos Capital, LLC is an independent, SEC-registered investment advisory firm organized as an LLC and formed in 2012. The firm is owner-operated and charges clients on a percentage-of-AUM basis. Its client base includes individuals and families as well as institutional clients. Core services listed on the firm’s ADV are financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Saos Capital is not flagged as an active ESG investor, is not a capital allocator, and is not identified as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities14%
- Cash & Cash Equivalents4%
- Investment Grade Corp Bonds3%
- Derivatives3%
Contacts
3 of 3WILLIAM AVANT
Managing MemberCRD 4517403
SAMUEL GAMBLE
Advisor & PartnerCRD 5295335
AULDEN HOPPER
Operations ManagerCRD 7629288
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MOUNT PLEASANT, SC
CHARLESTON
Location
MOUNT PLEASANT, SC
Headquartered in MOUNT PLEASANT, SC, in the South of the United States.
- Region
- South
- County
- CHARLESTON
- Address
- 410 Mill St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
BREACH INLET CAPITAL MANAGEMENT, LLC
RIAMOUNT PLEASANT, SC
CARROLL INVESTORS, INC.
RIAMOUNT PLEASANT, SC
JP WEALTH MANAGEMENT, INC.
RIAMOUNT PLEASANT, SC
360 FINANCIAL PARTNERS, LLC
RIAMOUNT PLEASANT, SC
OCEANSIDE ADVISORS LLC
RIAMOUNT PLEASANT, SC
GUNDERSON CAPITAL MANAGEMENT
RIAMOUNT PLEASANT, SC