Institutional
    SEC Registered

    Sovereign Investment Advisors LLC

    Registered investment advisor · Phoenix, Arizona · CRD #149040

    Assets Under Management
    $3.3B
    Client Accounts
    144
    Employees
    8
    CRD Number
    149040
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Sovereign Investment Advisors LLC

    Sovereign Investment Advisors LLC is a registered investment advisory firm offering portfolio management, fiduciary services, and investment strategies, headquartered in Phoenix, Arizona, serving clients across the United States.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Sovereign Investment Advisors LLC

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    Frequently Asked Questions

    What is Sovereign Investment Advisors LLC's AUM?

    Sovereign Investment Advisors LLC reports approximately $3.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Sovereign Investment Advisors LLC headquartered?

    Sovereign Investment Advisors LLC is headquartered in Phoenix, Arizona.

    What is Sovereign Investment Advisors LLC's CRD number?

    Sovereign Investment Advisors LLC's CRD number is 149040. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Sovereign Investment Advisors LLC manage?

    Sovereign Investment Advisors LLC manages approximately 144 client accounts according to its latest SEC filing.

    Is Sovereign Investment Advisors LLC SEC registered?

    Yes, Sovereign Investment Advisors LLC is registered with the SEC as an investment adviser with an approved registration status.

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