SOVRAN ADVISORS, LLC
CRD #329415 SEC #801-129342 SAN DIEGO, CA 619-281-9890
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
58
Clients
251
Accounts
4,470
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.3B | $1.3B | $144.1K | 58 | 33 |
| Oct 2025 | $1.3B | $1.3B | $144.1K | 58 | 33 |
| Sep 2025 | $1.3B | $1.3B | $144.1K | 58 | 33 |
| Aug 2025 | $1.3B | $1.3B | $144.1K | 58 | 33 |
| Mar 2025 | $1.3B | $1.3B | $144.1K | 58 | 33 |
| Oct 2024 | $1.2B | $1.2B | $152.4K | 43 | 0 |
| Aug 2024 | $841.6M | $841.6M | $0 | 45 | 0 |
| Apr 2024 | $841.6M | $841.6M | $0 | 45 | 0 |
| Mar 2024 | $0 | $0 | $0 | 2 | 0 |
| Feb 2024 | $0 | $0 | $0 | 2 | 0 |
| Feb 2024 | $0 | $0 | $0 | 2 | 0 |
| Feb 2024 | $0 | $0 | $0 | 2 | 0 |
| Dec 2023 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$144.1K
Employees58
Clients33
DateOct 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$144.1K
Employees58
Clients33
DateSep 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$144.1K
Employees58
Clients33
DateAug 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$144.1K
Employees58
Clients33
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$144.1K
Employees58
Clients33
DateOct 2024
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$152.4K
Employees43
Clients0
DateAug 2024
Total AUM$841.6M
Discretionary$841.6M
Non-Disc.$0
Employees45
Clients0
DateApr 2024
Total AUM$841.6M
Discretionary$841.6M
Non-Disc.$0
Employees45
Clients0
DateMar 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0