SOP Advisors LLC

Overview

SOP Advisors LLC is an independent, California-registered limited liability advisory firm that focuses on discretionary portfolio management for individuals, families and small businesses. The firm is owner-operated and structures client billing as a percentage of assets under management and, in some cases, performance-based fees. SOP Advisors does not emphasize ESG investing and operates as a single-state adviser. It is not positioned as a capital allocator; instead it manages client portfolios directly and supplements those portfolios with external managers where appropriate.

Assets & Accounts

Investments & Alternatives

Location & Offices