A complete list of active advisors currently associated with SOP Advisors LLC

Warmer can help you find a great advisor at SOP Advisors LLC or one who fits your needs even better.

SOP Advisors LLC provides discretionary investment management services primarily to individual clients and small businesses and may act as a subadvisor to unaffiliated investment advisers. The firm describes tailored portfolio management across securities and non-securities, with services implemented subject to client-directed guidelines and eligibility standards and without a stated account minimum. SOP’s investment program emphasizes trading in U.S.-based commodity, cyclical and real asset sectors using charting, fundamental, technical and cyclical analysis together with proprietary models. Implementation can include a mix of horizons and instruments—short-term trading, long-term holdings, short sales, options, margin and other derivatives—allowing the firm to pursue both trading and longer-term positions within client-directed constraints. Noteworthy for a firm of this size, SOP discloses that it may enter negotiated performance-based fee arrangements (20% of net profit relative to a Treasury-based hurdle, calculated quarterly with loss carryforward/high-watermark provisions) while also charging management fees, and it may invest client assets in other funds which can create layered fee structures. The brochure also signals operational arrangements—subadvisory relationships, solicitation agreements and acceptance of a range of investor types—that could enable SOP to work with other advisers and intermediary or institutional clients, despite reporting no assets under management and a single owner/advisor at the time of the filing.

To learn more about the advisors currently working at SOP Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.