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 operates as a limited liability company and describes itself as a capital allocator serving both individual/family and institutional clients. Its fee schedule includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting support and selection of other advisers. The firm does not flag itself 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
3 of 3
Joseph Brocato
Chief Innovation OfficerCRD 5108805
Paul Justin
CEO and Managing PartnerCRD 1488112
Elizabeth Arce
Chief Compliance OfficerCRD 6581145
Contacts
3 of 68Julie Foong
Registered RepresentativeCRD 5710582
Kaleigh Hollander
Registered RepresentativeCRD 5727984
Lawrence Hudson
Investment Advisor RepresentativeCRD 5843467
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 442Active vs passive
$1.1B in ETFs
58%
$659M
35%
$481M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $50.3M | 67,645 | 4.42% |
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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