S
Sodium Advisors Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$57,891,302
Clients
2
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
2
Very LowAverage account size
$28,945,651
About
Sodium Advisors Inc. provides discretionary portfolio management to high‑net‑worth individuals, creating individualized investment policy statements and conducting ongoing portfolio monitoring across publicly traded equities, fixed income, exchange‑traded funds and select non‑U.S. securities. The firm manages roughly $58 million for a very small number of clients and does not target non‑high‑net‑worth individual clientele.
The adviser emphasizes fundamental analysis and implements both long‑term positions and more active techniques, including options trading and short sales, while operating under written Investment Policy Statements and quarterly account reviews. It typically trades with discretionary authority, documents client risk tolerances, and seeks best execution on behalf of client accounts.
Distinctive features include the acceptance of performance‑based fee arrangements for qualified clients — a practice that is uncommon among independent peers — and the concurrent management of both performance‑fee and asset‑based accounts with stated policies to address side‑by‑side conflicts. The firm also discloses the potential receipt of research or other soft‑dollar benefits from custodians and notes procedures for equitable allocation of limited‑supply opportunities such as IPOs.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Fee options
2.00% annually
20.00% of capital appreciation (performance fee) with 2.00% annual AUM fee
Main office location
Sodium Advisors Inc.
5201 Great America Parkway, Suite 320
Santa Clara CA 95054, United States
Number of offices
1
Most active in
Sodium Advisors Inc. has reported serving >5 clients in these states in the last 12 months.
California · New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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