SOVEREIGN INVESTMENT ADVISORS LLC
SEC Form ADV profile.
Total regulatory AUM
$3,312,334,304
Discretionary
$3,259,425,740
Non-discretionary
$52,908,564
Firm details
- CRD number
- 149040
- SEC file number
- 801-80942
- Main office
- PHOENIX, AZ, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.