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Sovereign Investment Advisors LLC
Sovereign Investment Advisors LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 149040, SEC file 801-80942), with...
Overview
Sovereign Investment Advisors LLC is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 149040, SEC file 801-80942), with its main office in Phoenix, Arizona. Its Form ADV filed on 4 June 2026 reports $3.3B in regulatory assets under management across 144 accounts.
General information
Firm type
SEC-Registered Investment Adviser
AUM
$3.3B regulatory AUM (Form ADV, June 2026)
Location
Region
North America
Country
United States
City
Phoenix
Corporate office
Phoenix, AZ, United States
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