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, SEC-registered registered investment adviser that began registration in 2024 and operates as an LLC. The firm serves both individual and family clients as well as institutional clients and positions itself as a capital allocator that can select third‑party managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements combine a percentage of assets under management with hourly and fixed-fee options. Sovran reports that it is not 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 Equities64%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents8%
- 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 66
Zareh Shahinian
Financial AdvisorCRD 6250394
William Oconnell
Registered RepresentativeCRD 2632117
William Lafleur
Investment Advisor RepresentativeCRD 5307202
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, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 3131 Camino Del Rio N
- Time zone
- PT (UTC-8)
- Office locations
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