Sovereign Wealth Advisors LLC

Sovereign Wealth Advisors LLC (CRD# 188524) is a financial advisory firm headquartered in Houston, TX. They manage $547,404,211 in 1,393 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    547
    MILLION
  • Total Number of Accounts
    1,393
    ACCOUNTS
  • Average Account Value
    $392,968
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, TX

Financial Advisors at Sovereign Wealth Advisors LLC
Showing 1 - 10 of 23 top financial advisors.
1
Stephen S. Barber
CRD#: 4617523
3120 Southwest Frwy, Suite 500, Houston, TX 77098

Stephen Barber (CRD# 4617523) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 21 years of experience in the finance industry.

2
William M. Bevill
CRD#: 827161
3120 Southwest Frwy, Suite 500, Houston, TX 77098

William Bevill (CRD# 827161) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 38 years of experience in the finance industry.

3
John A. Blair
CRD#: 6752866
3120 Southwest Frwy, Suite 500, Houston, TX 77098

John Blair (CRD# 6752866) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 6 years of experience in the finance industry.

4
Bradley A. Bowman
CRD#: 2898756
3120 Southwest Frwy, Suite 500, Houston, TX 77098

Bradley Bowman (CRD# 2898756) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 26 years of experience in the finance industry.

5
Neal A. Britt
CRD#: 4020786
3120 Southwest Frwy, Suite 500, Houston, TX 77098

Neal Britt (CRD# 4020786) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 21 years of experience in the finance industry.

6
Paul A. Dixon
CRD#: 2105545
3120 Southwest Frwy, Suite 500, Houston, TX 77098

Paul Dixon (CRD# 2105545) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 32 years of experience in the finance industry.

7
Daniel H. Eaton
CRD#: 4623829
3120 Southwest Frwy, Suite 500, Houston, TX 77098

Daniel Eaton (CRD# 4623829) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 20 years of experience in the finance industry.

8
Phillip M. Evans
CRD#: 1799026
3120 Southwest Frwy, Suite 500, Houston, TX 77098

Phillip Evans (CRD# 1799026) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 28 years of experience in the finance industry.

9
Charles L. Fahy
CRD#: 203808
3120 Southwest Frwy, Suite 500, Houston, TX 77098

Charles Fahy (CRD# 203808) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 43 years of experience in the finance industry.

10
Brandon K. Gay
CRD#: 5826382
3120 Southwest Frwy, Suite 500, Houston, TX 77098

Brandon Gay (CRD# 5826382) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 13 years of experience in the finance industry.

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