SOP ADVISORS LLC

Overview

SOP Advisors LLC is a small, individual-owned advisory firm that focuses on portfolio management for individuals and small businesses. The firm bills clients using a combination of percentage-of-assets-under-management fees and performance-based fees. SOP Advisors does not position itself as a capital allocator or pension consultant and it is not active on ESG mandates. According to its disclosures it operates under a single-state scope and is not affiliated with a related adviser. The firm’s regulatory classification is listed as unclassified. Its advisory activity centers on direct portfolio management for private clients rather than institutional or multi-state platforms.

Assets & Accounts

Investments & Alternatives