Sankala Group LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 4, 2026, reports $159M in regulatory assets under management, 4 employees, 3 offices, and 447 accounts.
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.2% of total clients.
Top client categories% of clientsClients
1
Individuals
54.2%
58
2
HNWI
45.8%
49
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$159Mas of March 4, 2026
Discretionary83.8%
$133M
84% of total RAUM83.8%
Non-discretionary16.2%
$26M
16% of total RAUM16.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$159M
Total Accounts447
10Y AUM Change+$54M (+51.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee27:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.