# Sovereign Financial Services, LLC

Sovereign Financial Services, LLC is an other.

## Overview

- **Organization type:** other
- **Assets under management:** Undisclosed
- **Website:** sovereignfinancial.org
- **LinkedIn:** https://www.linkedin.com/company/sovereign-financial-services-llc

## Regulatory record

- **CRD number:** 153059
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/153059

## About

Sovereign Financial Services, LLC is a state-registered investment adviser in Phoenix, MD. The firm manages approximately $92 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Questions

### Is there any public information about Sovereign Financial Services, LLC's investment portfolio?

No public information is available regarding Sovereign Financial Services, LLC's investment portfolio. The firm does not maintain a website or LinkedIn presence, and no regulatory filings or press mentions have been identified as of 2026. This absence makes it impossible to assess sector focus, deal size, or geographic allocation.

### Who are the principals or investment team at Sovereign Financial Services, LLC?

No principals or investment professionals have been publicly named for Sovereign Financial Services, LLC. The firm has no disclosed leadership on any public platform, and its registration as a limited liability company does not require public listing of members in most states.

### Does Sovereign Financial Services, LLC have any known affiliations with other firms?

No known affiliations with other financial firms, family offices, or investment entities have been publicly documented for Sovereign Financial Services, LLC. The firm operates with no visible partnership network or industry association memberships.

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Last updated: 2026-07-11T13:12:04.000Z

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