SAS Financial Advisors, LLC

Overview

SAS Financial Advisors, LLC is an independently owned registered investment adviser that began SEC registration in 2022. The firm serves both individual and family clients as well as institutional relationships and is organized as an LLC with individual ownership. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses. Compensation is flexible: the firm charges a percentage of assets under management and may also bill on an hourly or fixed‑fee basis. SAS does not identify as a capital allocator, is not a multi‑state adviser, and does not market itself as an ESG or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices