SAN FRANCISCO, CACRD 288015Latest ADV March 20, 2026
Sas Financial Advisors, LLC. is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 20, 2026, reports $167M in regulatory assets under management, 8 employees, and 471 accounts.
Assets Under Management
$167M
Employees
8
Offices
--
Total Clients
162
Primary office
SAN FRANCISCO, CA
50 CALIFORNIA STREET, SUITE 1500, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.5% of total clients.
Top client categories% of clientsClients
1
Individuals
68.5%
111
2
HNWI
30.2%
49
3
Charitable
0.6%
1
4
Corporations
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$167Mas of March 20, 2026
Discretionary100.0%
$167M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$167M
Total Accounts471
10Y AUM Change+$57M (+51.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee20:1
10Y Employee Change+4 (+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.