Sander Capital Advisors, Inc.

RIASEC RegisteredEst. 2018
Total AUM
$210M
Discretionary
$210M
100% of AUM
Avg account
$10.5M
Accounts
20
Employees
2
Advisory reps
2

Firm details

Headquarters
Seattle, Washington
CRD number
112499
Registered since
February 28, 2018
Custodians
MORGAN STANLEY & CO. LLC
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Sander Capital Advisors, Inc. is an independent, SEC-registered investment adviser formed in 2018 and owned by an individual. The firm focuses on discretionary portfolio management for individuals, families and small businesses and charges fees as a percentage of assets under management. It identifies a clear preference for equities as the primary asset class and does not position itself as a capital allocator or pension consultant. The firm is not an active ESG investor and is organized as a corporation rather than as part of a larger broker-dealer or multi-state advisory network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

2 of 2
  • Robert Sander

    Robert Sander

    Founder and PrincipalCRD 810307

  • Michael Sander

    Michael Sander

    Principal, Investment Advisor RepresentativeCRD 5493685

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$1.7M in ETFs

Passive

100%

$1.7M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
INVESCO NASDAQ 100 ETF (QQQM)InvescoPassiveLarge Growth$1.7M5,540100.00%

Location

Primary office

Seattle, WA

King

Location

Seattle, WA

Headquartered in Seattle, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
King
Address
4105 E Madison St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth