# SOVRAN ADVISORS, LLC

SOVRAN ADVISORS, LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 329415
- Type: SEC-registered investment adviser
- SEC file number: 801-129342
- Location: 3131 CAMINO DEL RIO N., SUITE 800, SAN DIEGO, CA, 92108
- Phone: 619-281-9890
- Latest filing: 2026-03-27
- Regulatory AUM: $1.9B
- Discretionary AUM: $1.9B
- Non-discretionary AUM: $2.4M
- Clients: 64
- Accounts: 6,135

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Jeremy Scot Martinson | PRESIDENT AND CFO | — |
| Paul Richard Justin | CEO | — |
| Elizabeth Arce | CHIEF COMPLIANCE OFFICER | San Diego, CA |
| MARTINSON JEREMY SCOT | PRESIDENT AND CCO; PRESIDENT AND CFO | — |
| JUSTIN PAUL RICHARD | CEO | — |
| Espinoza Elizabeth | CHIEF COMPLIANCE OFFICER | — |
| ARCE ELIZABETH | CHIEF COMPLIANCE OFFICER | — |


## Disclosures (3)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| — | criminal | — | — | — |


## Branch offices (10)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| PASADENA | CA | 25 | 619-281-9890 |
| COSTA MESA | CA | 19 | 619-281-9890 |
| WEST COVINA | CA | 3 | 6267552172 |
| WEST COVINA | CA | 3 | 6267552172 |
| RANCHO CUCAMONGA | CA | 1 | 909-321-5170 |
| PETALUMA | CA | 1 | 707-387-9491 |
| RANCHO CUCAMONGA | CA | 1 | 909-321-5170 |
| WOODLAND HILLS | CA | 1 | 818-264-0314 |
| — | — | 1 | 360-.30-2752 |
| PETALUMA | CA | 1 | 707-387-9491 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/329415/brochure
- Similar advisers: https://search.stillhousedata.com/firm/329415/similar
- Related entities: https://search.stillhousedata.com/firm/329415/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/329415

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.