Sander Capital Advisors, Inc.
Firm details
- Headquarters
- Seattle, Washington
- CRD number
- 112499
- Registered since
- February 28, 2018
- Website
- www.sandercapital.com
- Custodians
- MORGAN STANLEY & CO. LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
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 Equities100%
Contacts
2 of 2
Robert Sander
Founder and PrincipalCRD 810307

Michael Sander
Principal, Investment Advisor RepresentativeCRD 5493685
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$1.7M in ETFs
100%
$1.7M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO NASDAQ 100 ETF (QQQM) | Invesco | Passive | Large Growth | $1.7M | 5,540 | 100.00% |
Location
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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