Sovran Advisors, LLC

$1.87BAssets under management
as of Sep 2026 · SEC Form ADV
San Diego, CA
Visit website
66 people on Advicer connected to this.

Tech stack

No one at Sovran Advisors, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Cetera Investment Services LLC
Per Form ADV · $1.1B held · filed Oct 2024