A complete list of active advisors currently associated with Sovereign Capital Vantage, Inc.

Warmer can help you find a great advisor at Sovereign Capital Vantage, Inc. or one who fits your needs even better.

Sovereign Capital Vantage, Inc. is a fee‑based advisory firm that provides discretionary portfolio management and hourly financial planning primarily to individual and high‑net‑worth clients. The firm oversees about $26.8 million for roughly 68 clients across three offices and offers services for both custodied accounts and held‑away retirement accounts. SCV manages portfolios using a mix of fundamental and technical analysis and may employ long‑ and short‑term strategies, including options trading where appropriate, with client accounts reviewed at least quarterly. The firm accepts discretionary authority, uses third‑party custodians (participating in an institutional custody program) for execution and reporting, and offers a third‑party platform to manage held‑away retirement plan assets without taking custody. What is notable relative to many peers is that the firm advertises third‑party ratings and clearly lists contact and website information in its brochure, a practice that is uncommon among supported firms. It also limits client voting of proxies (clients receive and vote their own proxies), provides constructive custody only through fee deduction, and operates with a small adviser team while servicing multiple offices.

To learn more about the advisors currently working at Sovereign Capital Vantage, Inc., 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.