SOVEREIGN

SOVEREIGN of VIENNA, VA is an SEC-registered investment adviser (CRD 314859). Regulatory assets under management: $70.7M.

Registration

• CRD: 314859
• Type: Registered investment adviser
• Location: 2740 CHAIN BRIDGE ROAD, VIENNA, VA, 22181
• Phone: (703) 713-2954
• Latest filing: 2026-02-09
• Regulatory AUM: $70.7M
• Discretionary AUM: $60.8M
• Non-discretionary AUM: $9.9M
• Clients: 2
• Accounts: 201

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314859 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search