SODIUM ADVISORS INC.

Overview

Sodium Advisors Inc. is a small, equity-focused registered advisory practice that provides portfolio management primarily to individual and family clients and small businesses. The firm runs discretionary equity-centric strategies, favoring exchange-traded securities as the core vehicle for client exposure. Its fee arrangements are flexible, combining percentage-of-AUM billing with the option for fixed fees and performance-based fees, which suggests the firm can tailor compensation to bespoke mandates or outcome-based arrangements. Investment activity centers on public equity markets rather than fixed income or alternative-rich portfolios. The advisory work appears concentrated and relationship-driven: a very small client base with sizable account sizes indicates bespoke, high-touch servicing rather than mass-market advisory operations. The firm does not position itself as an active ESG investor and is not structured as a multi-state adviser.

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Public Holdings

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Location & Offices