Sovran Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 27, 2026, reports $1.9B in regulatory assets under management, 64 employees, 7 offices, and 6,135 accounts.
Assets Under Management
$1.9B
Employees
64
Offices
7 offices
Total Clients
4,018
Primary office
SAN DIEGO, CA
3131 CAMINO DEL RIO N., SUITE 800, SAN DIEGO, 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 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.7% of total clients.
Top client categories% of clientsClients
1
Individuals
88.7%
3,563
2
HNWI
8.8%
355
3
Pension Plans
1.5%
59
4
Corporations
0.6%
26
5
Charitable
0.4%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.9Bas of March 27, 2026
Discretionary99.9%
$1.9B
100% of total RAUM99.9%
Non-discretionary0.1%
$2M
0% of total RAUM0.1%
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$1.9B
Total Accounts6,135
10Y AUM Change+$1.9B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees64
Clients per Employee63:1
10Y Employee Change+63 (+6300.0%)
* 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.