Sovran Advisors, LLC

Overview

Sovran Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves both individuals/families and institutional clients and positions itself as a capital allocator that also provides direct portfolio management and financial planning. Its fee arrangements include a percentage of AUM as well as hourly and fixed-fee engagements. Advisory services listed by the firm include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. The firm is not identified as an active ESG investor. Industry ties noted in the filing include relationships with other investment advisers, accounting firms, and insurance companies, which aligns with its role in selecting third-party managers and offering planning-oriented services.

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Public Holdings

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Location & Offices