SANDER CAPITAL ADVISORS, INC.

Overview

Sander Capital Advisors, Inc. is a small, owner-operated registered investment adviser that focuses on portfolio management for individuals and small businesses. The firm, SEC-registered in 2018, charges fees as a percentage of assets under management and maintains a client base made up primarily of individual and family investors. Its filings show a clear preference for exchange-traded equities as the primary vehicle for implementing client strategies, with equity holdings forming the bulk of publicly reported positions. The firm is not positioned as an ESG specialist, pension consultant, or multi-state adviser. Its business model centers on discretionary management for a limited number of high-net-worth relationships, using liquid public equities as the core allocation while supplementing portfolios with third-party alternatives and mutual funds where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices