SOVRAN ADVISORS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.87B |
| Discretionary | $1.87B100% of AUM |
| Non-Discretionary | $2.4M |
| Client Accounts | 6,135 |
| Avg Account Size | $306K |
| Employees | 64 |
| Peak AUM | $1.87BMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.9B | +43.2% | — | — | |
| Discretionary AUM | $1.9B | ||||
Key Metrics
| Total AUM | $1.87B |
| Discretionary | $1.87B |
| Employees | 64 |
| Client Accounts | 6135 |
| Client Range | 251-500 |
Contact & Location
Address
3131 CAMINO DEL RIO N.
SAN DIEGO CA 92108
Phone
619-281-9890
Filing History
15 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$1.9B
99.9% of AUM
Non-Discretionary
$2M
0.1% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment AdviserInsurance CompanyPension Consultant