Sovran Advisors, LLC
● SEC registered since 2024CRD 329415SEC# 801-129342San Diego, CA
Reg. AUM
$1.87B
Employees
64
Accounts
6,135
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 $1.9 billion in regulatory assets under management and employs 64 people.
Sovran Advisors, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Arce Control | Chief Compliance Officer | Under 5% | 2024 |
| Jeremy Scot Martinson Control | President And Cfo | Under 5% | 2023 |
| Paul Richard Justin Control | Ceo | Under 5% | 2024 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Sovran Advisors, LLC manage?
Sovran Advisors, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.
How many employees does Sovran Advisors, LLC have?
Sovran Advisors, LLC reports 64 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
| Address | 3131 Camino del Rio N., Suite 800, San Diego, CA 92108 |
| Phone | 619-281-9890 |
| Fax | 949-471-5828 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2051471 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.87B▲ 43%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 23%
Larger than 77% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$1.87Bregulatory AUM
Discretionary $1.87BNon-discretionary $2.4M