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SOVRAN ADVISORS, LLC

SEC Form ADV profile.

Total regulatory AUM
$1,874,347,252
Discretionary
$1,871,980,128
Non-discretionary
$2,367,124

Firm details

CRD number
329415
SEC file number
801-129342
Main office
SAN DIEGO, CA, United States
Employees
64
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.