Sovran Advisors, LLC
Firm details
- Headquarters
- San Diego, California
- CRD number
- 329415
- Registered since
- January 12, 2024
- Website
- www.sovranadvisors.com
- Custodians
- CETERA INVESTMENT SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals47.52%
- HNWI44.5%
- Pension & Profit Sharing Plans5.63%
- Corporations / Businesses1.66%
- Charitable Organizations0.7%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Sovran Advisors, LLC is an independent registered investment adviser that began SEC registration in 2024. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Sovran operates with multiple fee arrangements — percentage of AUM, hourly charges, and fixed fees — and describes itself as a capital allocator that places client capital with third‑party managers when appropriate. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities57%
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds2%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 448Active vs passive
$1.2B in ETFs
58%
$698M
35%
$516M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $55.2M | 71,428 | 4.55% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.
- Metro area
- San Diego-Chula Vista-Carlsbad, CA
- Region
- West
- County
- San Diego
- Address
- 3131 Camino Del Rio N
- Time zone
- PT (UTC-8)
- Office locations
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