SOVEREIGN ASSET ADVISORS LLC

SOVEREIGN ASSET ADVISORS LLC is an SEC-registered investment adviser (CRD 311083). Regulatory assets under management: $2.3M.

Registration

• CRD: 311083
• Type: Registered investment adviser
• Phone: 512-270-8198
• Latest filing: 2026-03-30
• Regulatory AUM: $2.3M
• Discretionary AUM: $2.3M
• Clients: 1
• Accounts: 12

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311083 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search