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
https://www.scvwealthmangement.com
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    152
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MO, MS, TN, VA

Financial Advisors at Sovereign Capital Vantage, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Marc Thompson, financial advisor Ashland VA
Marc D. Thompson
CRD#: 2734055
Ashland, VA

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, financial advisor Mount Vernon IL
David J. Thompson
CRD#: 7112392
Mount Vernon, IL

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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