Sovereign Capital Vantage, Inc.
Sovereign Capital Vantage, Inc. (CRD# 288492) is a financial advisory firm headquartered in , . They manage $18,638,975 in 152 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Sovereign Capital Vantage, Inc.
By the Numbers
-
Total Assets Under Management19MILLION
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Total Number of Accounts152ACCOUNTS
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Average Account Value$122,625
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MO, MS, TN, VA
Financial Advisors at Sovereign Capital Vantage, Inc.
1
Marc Thompson (CRD# 2734055) is an Investment Advisor Representative working at Sovereign Capital Vantage, Inc. in Ashland, VA and has over 27 years of experience in the finance industry.
2
David Thompson (CRD# 7112392) is an Investment Advisor Representative working at Sovereign Capital Vantage, Inc. in Mount Vernon, IL and has over 23 years of experience in the finance industry.
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