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Firm profile

Saos Capital, LLC

MOUNT PLEASANT, SCCRD 159515Latest ADV May 28, 2026

Saos Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mount Pleasant, SC. Its latest Form ADV filing, dated February 19, 2026, reports $239M in regulatory assets under management, 4 employees, and 1,448 accounts.

Assets Under Management
$239M
Employees
4
Offices
--
Total Clients
561
Primary office
MOUNT PLEASANT, SC
410 MILL ST, SUITE 107, MOUNT PLEASANT, SC, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOAulden M. Hopper

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

1 types reported
Asset based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 81.3% of total clients.
Top client categories% of clientsClients
1
Individuals
81.3%
456
2
HNWI
14.3%
80
3
Pension Plans
4.5%
25

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$239Mas of May 28, 2026
Discretionary94.1%
$225M
94% of total RAUM94.1%
Non-discretionary5.9%
$14M
6% of total RAUM5.9%
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$239M
Total Accounts1,448
10Y AUM Change+$171M (+248.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee140:1
10Y Employee Change+2 (+100.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.