SOVEREIGN CAPITAL VANTAGE, INC.

SOVEREIGN CAPITAL VANTAGE, INC. is an SEC-registered investment adviser (CRD 288492). Regulatory assets under management: $26.8M.

Registration

• CRD: 288492
• Type: Registered investment adviser
• Phone: 804-299-3747
• Latest filing: 2026-03-03
• Regulatory AUM: $26.8M
• Discretionary AUM: $26.8M
• Clients: 2
• Accounts: 68

Business model

Compensation: % of AUM, Hourly.

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 288492 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search