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Sovran Advisors, LLC

● SEC registered since 2024CRD 329415SEC# 801-129342San Diego, CA
Export (members)
Reg. AUM
$1.31B
Employees
58
Accounts
4,470
Location
San Diego, CA

Sovran Advisors, LLC assets under management

Sovran Advisors, LLC is a registered investment adviser overseen by the SEC based in San Diego, CA. The firm has been registered since 2024. It reports $1.3 billion in regulatory assets under management and employs 58 people.

Sovran Advisors, LLC owners & executives

6 reported
NameTitleOwnershipSince
Elizabeth Arce ControlChief Compliance OfficerUnder 5%2024
Jeremy Scot Martinson ControlPresident And CfoUnder 5%2023
Paul Richard Justin ControlCeoUnder 5%2024
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Frequently asked questions

How much does Sovran Advisors, LLC manage?

Sovran Advisors, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.

How many employees does Sovran Advisors, LLC have?

Sovran Advisors, LLC reports 58 employees.

Where is Sovran Advisors, LLC located?

Sovran Advisors, LLC is based in San Diego, CA and has been SEC-registered since 2024.

Does Sovran Advisors, LLC disclose fund performance?

Sovran Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3131 Camino del Rio N., Suite 800, San Diego, CA 92108
Phone619-281-9890
Fax949-471-5828
Office hours9a.m. - 5p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK2051471
Discloses disciplinary historyYes

Assets under management

Discretionary$1.31B
Non-discretionary$144K
Total (RAUM)$1.31B