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SUSTAINABLE ADVISORS ALLIANCE LLC
CRD 312061File 801-120088
APPROVED
Retail clients
Filing as of Apr 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$234.8M
Below cohort median (national)
Discretionary AUM
$223.3M
Non-discretionary $11.5M
Clients
559
1,080 accounts
Employees
8
Below cohort median in OK
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jan 4, 2021
- Principal office
- 12 N CHEYENNE AVE, SUITE 406, TULSA, OK, 74103
- Phone
- 918-408-7981
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $234.8M
- Discretionary AUM
- $223.3M
- Non-discretionary AUM
- $11.5M
- Discretionary accounts
- 1,044
- Non-discretionary accounts
- 36
- Total accounts
- 1,080
- AUM per client
- $420K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $4.1M |
| High net worth individuals | 94 | $146.3M |
| Pension and profit sharing plans | Fewer than 5 | $1.5M |
| Individuals (other than high net worth individuals) | 465 | $83.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — ON-GOING FINANCIAL PLANNING
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 546 | 559 | increased by13 |
| Mar 1, 2026 | AUM | $206,973,202 | $234,841,969 | increased by$27,868,767 |
| Mar 1, 2026 | Accounts | 1,064 | 1,080 | increased by16 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 8 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 499 | 546 | increased by47 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $178,475,095 | $206,973,202 | increased by$28,498,107 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 953 | 1,064 | increased by111 |
| Oct 1, 2022 | Custody | Yes | No | |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 440 | 499 | increased by59 |
| Apr 1, 2022 | AUM | $134,487,588 | $178,475,095 | increased by$43,987,507 |
| Apr 1, 2022 | Accounts | 758 | 953 | increased by195 |
| Jun 1, 2021 | Registration | APPROVED-120 | APPROVED | |
| Jun 1, 2021 | Employees | 2 | 5 | increased by3 |
| Jun 1, 2021 | AUM | $0 | $134,487,588 | increased by$134,487,588 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SUSTAINABLE ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SUSTAINABLE ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.