SOVRAN ADVISORS, LLC

RIASEC RegisteredEst. 2024
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$306K
Accounts
6,135
Employees
64
Advisory reps
68

Firm details

Headquarters
SAN DIEGO, California
CRD number
329415
Registered since
January 12, 2024
Website
www.sovranadvisors.com
Custodians
CETERA INVESTMENT SERVICES LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals47.52%
  • HNWI44.5%
  • Pension & Profit Sharing Plans5.63%
  • Corporations / Businesses1.66%
  • Charitable Organizations0.7%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Sovran Advisors, LLC is an independent registered investment adviser that began SEC registration in 2024. The firm acts as a capital allocator and works with both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Sovran uses fee arrangements that include a percentage of assets under management as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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 64%, Public Funds/Mutual Funds 23%, Cash & Cash Equivalents 8%, Investment Grade Corp Bonds 2%, US Government Bonds 1%, State & Local Bonds 1%, Private Funds 1%64%
  • Exchange Traded Equities64%
  • Public Funds/Mutual Funds23%
  • Cash & Cash Equivalents8%
  • Investment Grade Corp Bonds2%
  • US Government Bonds1%

Owners & executives

3 of 3

  • JOSEPH BROCATO

    Chief Innovation OfficerCRD 5108805

  • PAUL JUSTIN

    CEO and Managing PartnerCRD 1488112

  • ELIZABETH ARCE

    Chief Compliance OfficerCRD 6581145

Contacts

3 of 65

  • ZAREH SHAHINIAN

    Financial AdvisorCRD 6250394

  • WILLIAM OCONNELL

    Registered RepresentativeCRD 2632117

  • William Lafleur

    Investment Advisor RepresentativeCRD 5307202

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 440

Active vs passive

$1.1B in ETFs

Passive

61%

$677M

Active

34%

$440M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$37.8M52,4143.39%
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Location

Primary office

SAN DIEGO, CA

SAN DIEGO

Location

SAN DIEGO, CA

Headquartered in SAN DIEGO, CA, in the West of the United States.

Region
West
County
SAN DIEGO
Address
3131 Camino del Rio N
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth