Sovran Advisors, LLC logo

Sovran Advisors, LLC

Updated today

Total assets under management

$1,874,347,252

Total clients

3,918

9% high-net worth

Total advisors

55

of 64 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

71

Average account size

$478,394

About

Sovran Advisors serves individuals (including high-net-worth clients), corporations and other business clients, and retirement plan sponsors, providing financial planning, ongoing advisory relationships, and both discretionary and non-discretionary portfolio management across multiple program types. The firm offers retirement plan consulting and the ability to allocate assets to third-party managers or manage assets within advisory annuity contracts.

The firm’s advisors work from written investment policy statements and may implement strategies created by the advisor, by Sovran’s internal Portfolio Models, or by third‑party strategists through unified managed account platforms, with technology-supported rebalancing and administrative services. Sovran uses a mix of active and passive exposures and may include mutual funds, ETFs, alternatives, and derivatives as part of its managed solutions depending on client objectives.

Noteworthy for an enterprise firm, Sovran was recently established yet operates at scale with over fifty advisors and nearly $1.9 billion in assets under management and a material amount of assets under advisement. The firm’s principals hold ownership interests in affiliated insurance and business‑service companies, and many advisors maintain broker‑dealer registrations with an introducing broker‑dealer and access to multiple custodial platforms (including AssetMark and SEI partnerships); those relationships, including certain loan and platform arrangements, are disclosed by the firm as potential sources of referral or compensation conflicts.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Business sale tax planning Annuities Options & derivatives strategies

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Fixed fees for one-time financial planning services ranging from $2,500 to $80,000; ongoing fixed fees $2,500 - $80,000 annually.

Percentage

$0+: Advisor fee up to 2.0% annually, negotiable, may be tiered, flat, or linear $0+: Technology fee: 0.06% annually on APM and UMA Program Platforms $0+: Sovran Managed Portfolio Model Fee (APM only): 0.01% to 0.13% annually $0+: Administration Fee (UMA only): varies by custodian and portfolio, disclosed separately $0+: Strategist Fee (UMA only): varies by selected Strategist, disclosed separately $0+: AssetMark Platform minimums: $6,000 for qualified accounts, $10,000 for non-qualified accounts; Platform Fee tiered with minimum $90 per quarter $0+: SEI Program fees vary by model and are charged separately

Commissions

Certain representatives receive commissions as registered representatives and/or insurance agents for insurance and securities products.

Project-based

Hourly fees range from $250 to $750 per hour for financial planning services.

Other

Account minimum: $25,000 Minimum fee: Fixed fees ranging from $2,500 to $80,000 for one-time or ongoing financial planning services; initial setup fees $1,000 - $15,000 for ongoing services Fee-only: Fixed fees $2,500 - $80,000 and hourly fees $250 - $750 per hour for financial planning services

Main office location

Sovran Advisors, LLC

3131 Camino Del Rio N., Suite 800

San Diego CA 92108, United States

Number of offices

8

Most active in

Arizona · California · Colorado · Connecticut · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Virginia · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

William F

CFP®, Series 63

San Diego, CA

Sovran Advisors, LLC

Business sale tax planning Annuities Options & derivatives strategies Executive Founder/Business Owner
user avatar

Justin G

Series 66

San Diego, CA

Sovran Advisors, LLC

Business sale tax planning Annuities Options & derivatives strategies Executive Founder/Business Owner
user avatar

Alfonso V

Series 63, Series 65

Woodland Hills, CA

Sovran Advisors, LLC

Business sale tax planning Annuities Options & derivatives strategies Executive Founder/Business Owner
user avatar

Joel A

Series 66

San Diego, CA

Sovran Advisors, LLC

Business sale tax planning Annuities Options & derivatives strategies Executive Founder/Business Owner
user avatar

William O

Series 63, Series 66

San Diego, CA

Sovran Advisors, LLC

Business sale tax planning Annuities Options & derivatives strategies Executive Founder/Business Owner
user avatar

Margery N

CFP®, Series 65

Costa Mesa, CA

Sovran Advisors, LLC

Business sale tax planning Annuities Options & derivatives strategies Executive Founder/Business Owner
user avatar

Samantha J

Series 63, Series 66

San Diego, CA

Sovran Advisors, LLC

Business sale tax planning Annuities Options & derivatives strategies Executive Founder/Business Owner
user avatar

James L

ChFC®, Series 63, Series 66

San Diego, CA

Sovran Advisors, LLC

Business sale tax planning Annuities Options & derivatives strategies Executive Founder/Business Owner
user avatar

Carl J

Series 63, Series 65

San Diego, CA

Sovran Advisors, LLC

Business sale tax planning Annuities Options & derivatives strategies Executive Founder/Business Owner
user avatar

Ashten B

Series 63, Series 66

San Diego, CA

Sovran Advisors, LLC

Business sale tax planning Annuities Options & derivatives strategies Executive Founder/Business Owner
user avatar

Russell A

Series 63, Series 65

Costa Mesa, CA

Sovran Advisors, LLC

Business sale tax planning Annuities Options & derivatives strategies Executive Founder/Business Owner
user avatar

Eric F

Series 63, Series 65

San Diego, CA

Sovran Advisors, LLC

Business sale tax planning Annuities Options & derivatives strategies Executive Founder/Business Owner
user avatar

Mark P

ChFC®, Series 63, Series 65

San Diego, CA

Sovran Advisors, LLC

Business sale tax planning Annuities Options & derivatives strategies Executive Founder/Business Owner
user avatar

Royceton P

Series 63, Series 65

San Diego, CA

Sovran Advisors, LLC

Business sale tax planning Annuities Options & derivatives strategies Executive Founder/Business Owner
user avatar

Danilo K

CFP®, Series 66

San Diego, CA

Sovran Advisors, LLC

Business sale tax planning Annuities Options & derivatives strategies Executive Founder/Business Owner
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