MOUNT PLEASANT, SCCRD 159515Latest ADV February 19, 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
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 February 19, 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%)
* 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.