SAM ADVISORS, LLC
Legal name: SIERRA ASSET MANAGEMENT
CRD #108685 SEC #801-56723 OAKHURST, CA 559-658-5193
SEC Registered
Total AUM
$385.4M
Discretionary
$378.2M
Employees
3
Clients
10
Accounts
1,650
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GRAAS, ALAN, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAAS, ALAN, RICHARD | I | GENERAL PARTNER | NA | Control |
| GRAAS, ALAN, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAAS, ALAN, RICHARD | I | LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAAS, ALAN, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAAS, ALAN, RICHARD | I | GENERAL PARTNER | NA | Control |
| GRAAS, ALAN, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAAS, ALAN, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GRAAS, ALAN, RICHARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RYAN, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | |
| RYAN, MICHAEL, JAMES | I | CHIEF COMPLIANCE OFFICER | NA | |
| DEBERNARDI, DONALD, ANTHONY | I | LLC MANAGING MEMBER, PRESIDENT & CHIEF FINANCIAL OFFICER | E | Control |
| DEBERNARDI, DONALD, ANTHONY | I | LLC MANAGING MEMBER, PRESIDENT & CHIEF FINANCIAL OFFICER | E | Control |
| DEBERNARDI, DONALD, ANTHONY | I | LLC MANAGING MEMBER, PRESIDENT & CHIEF FINANCIAL OFFICER | E | Control |
| DEBERNARDI, DONALD, ANTHONY | I | LLC MANAGING MEMBER, PRESIDENT & CHIEF FINANCIAL OFFICER | E | Control |
| DEBERNARDI, DONALD, ANTHONY | I | LLC MANAGING MEMBER, PRESIDENT & CHIEF FINANCIAL OFFICER | E | Control |
| DEBERNARDI, DONALD, ANTHONY | I | LLC MANAGING MEMBER, PRESIDENT & CHIEF FINANCIAL OFFICER | E | Control |
| DEBERNARDI, DONALD, ANTHONY | I | LLC MANAGING MEMBER, PRESIDENT & CHIEF FINANCIAL OFFICER | E | Control |
| DEBERNARDI, DONALD, ANTHONY | I | LLC MANAGING MEMBER, PRESIDENT & CHIEF FINANCIAL OFFICER | E | Control |
| DEBERNARDI, DONALD, ANTHONY | I | LLC MANAGING MEMBER, PRESIDENT & CHIEF FINANCIAL OFFICER | E | Control |
| DEBERNARDI, DONALD, ANTHONY | I | LLC MANAGING MEMBER, PRESIDENT & CHIEF FINANCIAL OFFICER | E | Control |
| DEBERNARDI, DONALD, ANTHONY | I | LLC MANAGING MEMBER, PRESIDENT & CHIEF FINANCIAL OFFICER | E | Control |
| DEBERNARDI, DONALD, ANTHONY | I | LLC MANAGING MEMBER, PRESIDENT & CHIEF FINANCIAL OFFICER | E | Control |
| DEBERNARDI, DONALD, ANTHONY | I | LLC MANAGING MEMBER, PRESIDENT & CHIEF FINANCIAL OFFICER | E | Control |
| DEBERNARDI, DONALD, ANTHONY | I | LLC MANAGING MEMBER, PRESIDENT & CHIEF FINANCIAL OFFICER | E | Control |
| DEBERNARDI, DONALD, ANTHONY | I | LLC MANAGING MEMBER, PRESIDENT & CHIEF FINANCIAL OFFICER | E | Control |
| DEBERNARDI, DONALD, ANTHONY | I | LLC MANAGING MEMBER, PRESIDENT & CHIEF FINANCIAL OFFICER | E | Control |
| DEBERNARDI, DONALD, ANTHONY | I | LLC MANAGING MEMBER, PRESIDENT & CHIEF FINANCIAL OFFICER | E | Control |
| DEBERNARDI, DONALD, ANTHONY | I | LLC MANAGING MEMBER, PRESIDENT & CHIEF FINANCIAL OFFICER | E | Control |
| DEBERNARDI, DONALD, ANTHONY | I | LLC MANAGING MEMBER, PRESIDENT & CHIEF FINANCIAL OFFICER | E | Control |
| DEBERNARDI, DONALD, ANTHONY | I | LLC MANAGING MEMBER, PRESIDENT & CHIEF FINANCIAL OFFICER | E | Control |
| DEBERNARDI, DONALD, ANTHONY | I | LLC MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DEBERNARDI, DONALD, ANTHONY | I | LLC MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DEBERNARDI, DONALD, ANTHONY | I | LLC MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DEBERNARDI, DONALD, ANTHONY | I | LLC MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| DEBERNARDI, DONALD, ANTHONY | I | LLC MANAGING MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| GRAAS FAMILY LIMITED PARTNERSHIP | DE | DIRECT OWNER | D | Control |
| GRAAS FAMILY LIMITED PARTNERSHIP | DE | DIRECT OWNER | D | Control |
| GRAAS FAMILY LIMITED PARTNERSHIP | DE | DIRECT OWNER | D | Control |
| GRAAS FAMILY LIMITED PARTNERSHIP | DE | DIRECT OWNER | D | Control |
| GRAAS, ALAN, RICHARD | I | LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| GRAAS, ALAN, RICHARD | I | LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| GRAAS, ALAN, RICHARD | I | LLC MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | D | Control |
| DEBERNARDI, DONALD, ANTHONY | I | LLC MANAGING MEMBER, CHIEF FINANCIAL OFFICER | C | Control |
| DEBERNARDI, DONALD, ANTHONY | I | LLC MANAGING MEMBER, CHIEF FINANCIAL OFFICER | C | Control |
| DEBERNARDI, DONALD, ANTHONY | I | LLC MANAGING MEMBER, CHIEF FINANCIAL OFFICER | C | Control |
| DEBERNARDI, DONALD, ANTHONY | I | LLC MANAGING MEMBER, CHIEF FINANCIAL OFFICER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GRAAS, ALAN, RICHARD | DE | GRAAS FAMILY LIMITED PARTNERSHIP | E | Control |
| GRAAS, BARBARA, JEAN | I | GRAAS FAMILY LIMITED PARTNERSHIP | E | Control |
| GRAAS, BARBARA, JEAN | I | GRAAS FAMILY LIMITED PARTNERSHIP | E | Control |
Registrations
Federal
IA
Mar 6, 2025 REGISTERED
Notice Filings (7)
AZ CA ID LA OR TX WA
Address
40312 JUNCTION DRIVEOAKHURST, CA 93644-8783
United States
Phone: 559-658-5193