Advisors at this firm
Samuel G
Series 63, Series 66
Mount Pleasant, SC
Saos Capital, LLC
Samuel Gamble is a financial advisor at Saos Capital, LLC in Mount Pleasant, SC, with 18 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Kovack Securities Inc. from 2014 to 2019. Saos Capital provides discretionary asset management and comprehensive financial, estate, tax, and retirement planning to individuals, high-net-worth clients, charities, and corporate pension plans. The firm employs a mix of fundamental and technical analysis within a relative-strength, top-down process and offers a distinctive combination of derivative strategies, structured notes, and pension consulting services.
William A
Series 63, Series 66
Mount Pleasant, SC
Saos Capital, LLC
William Avant is a financial advisor at Saos Capital, LLC in Mount Pleasant, SC, with 23 years of industry experience. He holds Series 63 and Series 66 credentials. Avant previously worked at Kovack Securities Inc. for five years and has been with Saos Capital since 2011. Outside of advisory work, he is involved in fixed insurance sales. Saos Capital provides discretionary asset management and comprehensive financial, estate, tax, and retirement planning services to individuals, high-net-worth clients, charities, and corporate pension plans. The firm employs a mix of fundamental and technical analysis with a relative-strength, top-down approach, managing portfolios on a discretionary basis and overseeing approximately $208 million across more than 500 client accounts.
Aulden H
Series 65
Mount Pleasant, SC
Saos Capital, LLC
Aulden Hopper is a financial advisor at Saos Capital, LLC with three years of industry experience. He holds a Series 65 designation and has prior work experience at Warby Parker and Sunglass Hut. Saos Capital provides discretionary asset management and comprehensive financial, estate, tax, and retirement planning services to individuals, high-net-worth clients, charities, and corporate pension plans. The firm employs a mix of fundamental and technical analysis in a relative-strength, top-down process and manages approximately $208 million across more than 500 client accounts.