SOVEREIGN GLOBAL ADVISORS, LLC

SOVEREIGN GLOBAL ADVISORS, LLC of DENVER, CO is an SEC-registered investment adviser (CRD 167663). Regulatory assets under management: $4.2M.

Registration

• CRD: 167663
• Type: Registered investment adviser
• Location: 501 SOUTH CHERRY STREET, DENVER, CO, 80246
• Phone: 866-790-9700
• Latest filing: 2026-03-19
• Regulatory AUM: $4.2M
• Discretionary AUM: $2.1M
• Non-discretionary AUM: $2.1M
• Clients: 10
• Accounts: 10

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167663 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search