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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 2, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARCE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARCE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARCE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARCE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARCE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARCE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARCE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARCE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARCE, ELIZABETH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Espinoza, Elizabeth | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Espinoza, Elizabeth | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Espinoza, Elizabeth | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Espinoza, Elizabeth | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| JUSTIN, PAUL, RICHARD | I | CEO | NA | Control |
| JUSTIN, PAUL, RICHARD | I | CEO | NA | Control |
| JUSTIN, PAUL, RICHARD | I | CEO | NA | Control |
| JUSTIN, PAUL, RICHARD | I | CEO | NA | Control |
| JUSTIN, PAUL, RICHARD | I | CEO | NA | Control |
| JUSTIN, PAUL, RICHARD | I | CEO | NA | Control |
| JUSTIN, PAUL, RICHARD | I | CEO | NA | Control |
| JUSTIN, PAUL, RICHARD | I | CEO | NA | Control |
| JUSTIN, PAUL, RICHARD | I | CEO | NA | Control |
| JUSTIN, PAUL, RICHARD | I | CEO | NA | Control |
| JUSTIN, PAUL, RICHARD | I | CEO | NA | Control |
| JUSTIN, PAUL, RICHARD | I | CEO | NA | Control |
| JUSTIN, PAUL, RICHARD | I | CEO | NA | Control |
| MARTINSON, JEREMY, SCOT | I | PRESIDENT AND CFO | NA | Control |
| MARTINSON, JEREMY, SCOT | I | PRESIDENT AND CFO | NA | Control |
| MARTINSON, JEREMY, SCOT | I | PRESIDENT AND CFO | NA | Control |
| MARTINSON, JEREMY, SCOT | I | PRESIDENT AND CFO | NA | Control |
| MARTINSON, JEREMY, SCOT | I | PRESIDENT AND CFO | NA | Control |
| MARTINSON, JEREMY, SCOT | I | PRESIDENT AND CFO | NA | Control |
| MARTINSON, JEREMY, SCOT | I | PRESIDENT AND CFO | NA | Control |
| MARTINSON, JEREMY, SCOT | I | PRESIDENT AND CFO | NA | Control |
| MARTINSON, JEREMY, SCOT | I | PRESIDENT AND CFO | NA | Control |
| MARTINSON, JEREMY, SCOT | I | PRESIDENT AND CFO | NA | Control |
| MARTINSON, JEREMY, SCOT | I | PRESIDENT AND CFO | NA | Control |
| MARTINSON, JEREMY, SCOT | I | PRESIDENT AND CFO | NA | Control |
| MARTINSON, JEREMY, SCOT | I | PRESIDENT AND CFO | NA | Control |
| MARTINSON, JEREMY, SCOT | I | PRESIDENT AND CCO | E | Control |
| SOVRAN USA, INC. | DE | OWNER | E | Control |
| SOVRAN USA, INC. | DE | OWNER | E | Control |
| SOVRAN USA, INC. | DE | OWNER | E | Control |
| SOVRAN USA, INC. | DE | OWNER | E | Control |
| SOVRAN USA, INC. | DE | OWNER | E | Control |
| SOVRAN USA, INC. | DE | OWNER | E | Control |
| SOVRAN USA, INC. | DE | OWNER | E | Control |
| SOVRAN USA, INC. | DE | OWNER | E | Control |
| SOVRAN USA, INC. | DE | OWNER | E | Control |
| SOVRAN USA, INC. | DE | OWNER | E | Control |
| SOVRAN USA, INC. | DE | OWNER | E | Control |
| SOVRAN USA, INC. | DE | OWNER | E | Control |
| SOVRAN USA, INC. | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| JUSTIN, PAUL, RICHARD | I | SOVRAN USA, INC. | D | Control |
| JUSTIN, PAUL, RICHARD | I | SOVRAN USA, INC. | D | Control |
| JUSTIN, PAUL, RICHARD | I | SOVRAN USA, INC. | D | Control |
| JUSTIN, PAUL, RICHARD | I | SOVRAN USA, INC. | D | Control |
| JUSTIN, PAUL, RICHARD | I | SOVRAN USA, INC. | D | Control |
| JUSTIN, PAUL, RICHARD | I | SOVRAN USA, INC. | D | Control |
| JUSTIN, PAUL, RICHARD | I | SOVRAN USA, INC. | D | Control |
| MARTINSON, JEREMY, SCOT | I | SOVRAN USA, INC. | C | Control |
| MARTINSON, JEREMY, SCOT | I | SOVRAN USA, INC. | C | Control |
| MARTINSON, JEREMY, SCOT | I | SOVRAN USA, INC. | C | Control |
| MARTINSON, JEREMY, SCOT | I | SOVRAN USA, INC. | C | Control |
| MARTINSON, JEREMY, SCOT | I | SOVRAN USA, INC. | C | Control |
| MARTINSON, JEREMY, SCOT | I | SOVRAN USA, INC. | C | Control |
| MARTINSON, JEREMY, SCOT | I | SOVRAN USA, INC. | C | Control |
Registrations
Federal
IA
Dec 2, 2025 REGISTERED
Notice Filings (32)
AZ CA CO CT FL GA HI ID IL IN LA MA MD MI MN MO NC NE NH NJ NM NV NY OH OR PA SC TN TX UT VA WA
Address
3131 CAMINO DEL RIO N.SUITE 800
SAN DIEGO, CA 92108
United States
Phone: 619-281-9890