← Directory
SAOS CAPITAL, LLC
CRD 159515File 801-72927
APPROVED
Retail clients
Filing as of May 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$239.1M
Below cohort median (national)
Discretionary AUM
$225.1M
Non-discretionary $14.0M
Clients
561
1,448 accounts
Employees
4
Below cohort median in SC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jan 4, 2012
- Principal office
- 410 MILL ST, SUITE 107, MOUNT PLEASANT, SC, 29464
- Phone
- 843-388-9925
- Website
- HTTP://WWW.SAOSCAPITAL.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $239.1M
- Discretionary AUM
- $225.1M
- Non-discretionary AUM
- $14.0M
- Discretionary accounts
- 1,423
- Non-discretionary accounts
- 25
- Total accounts
- 1,448
- AUM per client
- $426K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 80 | $142.1M |
| Pension and profit sharing plans | 25 | $14.0M |
| Individuals (other than high net worth individuals) | 456 | $83.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.