SODIUM ADVISORS INC.

SODIUM ADVISORS INC. of SANTA CLARA, CA is an SEC-registered investment adviser (CRD 300087). Regulatory assets under management: $57.9M.

Registration

• CRD: 300087
• Type: Registered investment adviser
• Location: 5201 GREAT AMERICA PARKWAY, SANTA CLARA, CA, 95054
• Phone: 408-850-7211
• Latest filing: 2026-03-09
• Regulatory AUM: $57.9M
• Discretionary AUM: $57.9M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Fixed, Performance.

Clients served: 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 300087 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search