← Directory
SAS FINANCIAL ADVISORS, LLC.
CRD 288015File 801-124837
APPROVED
Retail clients
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$167.0M
Bottom 25% of cohort (national)
Discretionary AUM
$167.0M
Clients
162
471 accounts
Employees
8
Bottom 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 2, 2022
- Principal office
- 50 CALIFORNIA STREET, SUITE 1500, SAN FRANCISCO, CA, 94111
- Phone
- 415-277-5955
- Website
- HTTP://WWW.SASADVISORS.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $167.0M
- Discretionary AUM
- $167.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 471
- Non-discretionary accounts
- 0
- Total accounts
- 471
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $102K |
| Charitable organizations | Fewer than 5 | $0 |
| High net worth individuals | 49 | $131.1M |
| Individuals (other than high net worth individuals) | 111 | $35.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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.