Sovran Advisors, LLC

Sovran Advisors, LLC (CRD# 329415) is a financial advisory firm headquartered in San Diego, CA. They manage $841,576,392 in 3,480 accounts and serve the financial needs of clients across 31 states (or territories).

Current Firm Details
3131 Camino Del Rio N., Suite 1350, San Diego, CA 92108
http://www.sovranadvisors.com
By the Numbers
  • Total Assets Under Management
    842
    MILLION
  • Total Number of Accounts
    3,480
    ACCOUNTS
  • Average Account Value
    $241,832
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA

Financial Advisors at Sovran Advisors, LLC
Showing 31 - 34 of 34 top financial advisors.
31
Paul Barnum, financial advisor San Diego CA
Paul D. Barnum
CRD#: 7420159
3131 Camino Del Rio N., Suite 1350, San Diego, CA 92108

Paul Barnum (CRD# 7420159) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 2 years of experience in the finance industry.

32
Richard Glass, financial advisor San Diego CA
Richard R. Glass
CRD#: 1282717
3131 Camino Del Rio N., Suite 1350, San Diego, CA 92108

Richard Glass (CRD# 1282717) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 12 years of experience in the finance industry.

33
Samantha Jackson-Kittle, financial advisor San Diego CA
Samantha Jackson-Kittle
CRD#: 5515521
3131 Camino Del Rio N., Suite 1350, San Diego, CA 92108

Samantha Jackson-Kittle (CRD# 5515521) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 15 years of experience in the finance industry.

34
Kenza McKerrihan, financial advisor San Diego CA
Kenza R. McKerrihan
CRD#: 7358589
3131 Camino Del Rio N., Suite 1350, San Diego, CA 92108

Kenza McKerrihan (CRD# 7358589) is an Investment Advisor Representative working at Sovran Advisors, LLC in San Diego, CA and has over 2 years of experience in the finance industry.

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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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