SAS FINANCIAL ADVISORS, LLC.

Overview

SAS Financial Advisors, LLC is an independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses, with select institutional relationships. The firm runs discretionary strategies across client accounts and shows a clear bias toward equity exposure as its primary risk allocation. Fee arrangements are flexible, combining a percentage-of-AUM model with the option for hourly or fixed-fee engagements depending on client needs. SAS Financial Advisors is not positioned as an ESG-focused allocator and operates under a single-owner structure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices