Sovereign Asset Management

Updated today

Find your advisor

Client assets under management

$62,852,570

Clients

24% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$952,312

About

Sovereign Asset Management is an independent, single‑advisor registered investment adviser that manages about $53 million in client assets for roughly 66 clients. The firm provides portfolio management services for individual investors and also advises pension or profit‑sharing plans and other institutional clients.

Sovereign delivers ongoing portfolio management with regular account reviews and client communications. The firm issues periodic newsletters and market commentaries as part of its client outreach.

What is distinctive about Sovereign is the combination of its solo‑practitioner scale with services more commonly associated with larger firms — notably pension/profit‑sharing plan advisory, institutional portfolio management, and published periodicals. This mix means its client base and service offerings differ from many similarly sized independent advisers.

Client services

Portfolio management Newsletters or periodicals

Fee options

Other

Account minimum: Information not stated in the provided brochure text

Main office location

Sovereign Asset Management

Lexington OH, United States

Number of offices

Most active in

Louisiana · Ohio

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

419-884-8309

Advisors at this firm

Donald S

Series 63, Series 66

Lexington, OH

Sovereign Asset Management

Donald Sazdanoff is the sole advisor at Sovereign Asset Management in Lexington, Ohio, where he has provided investment advisory services since 1993. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Sovereign Asset Management is an independent, single-advisor firm managing approximately $53 million in assets for around 66 clients. The firm offers portfolio management services to individual investors as well as pension or profit-sharing plans and other institutional clients, combining solo-practitioner scale with institutional-level services and published market commentaries.

Henrietta S

Series 63

Lexington, OH

Sovereign Asset Management

Henrietta Sazdanoff is a financial advisor at Sovereign Asset Management with 17 years of industry experience. She holds a Series 63 designation and has worked with Lexington Local Schools since 2003. Sovereign Asset Management is an independent, single-advisor registered investment adviser managing approximately $53 million in client assets for about 66 clients. The firm offers portfolio management services for individual investors as well as pension or profit-sharing plans and other institutional clients, combining solo-practitioner scale with services typically found at larger firms.

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support