| Name | Title | Ownership | Since |
|---|---|---|---|
| April Dawn Lamb Control | Director Of Operations | Under 5% | 2021 |
| Jeffrey Michael Lamb Control | Principal | Under 5% | 2009 |
| Marguerite Amaral Tavares Control | Chief Compliance Officer | Under 5% | 2021 |
Sovereign Investment Advisors LLC reports $3 billion in regulatory assets under management on its Form ADV.
Sovereign Investment Advisors LLC reports 8 employees.
Sovereign Investment Advisors LLC is based in Phoenix, AZ and has been SEC-registered since 2015.
Sovereign Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3930 E Ray Road Suite 170, Phoenix, AZ 85044 |
| Phone | 480-385-2850 |
| Fax | 480-385-2855 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1908165 |
| Discloses disciplinary history | Yes |
| Discretionary | $2.71B |
| Non-discretionary | $281.1M |
| Total (RAUM) | $2.99B |