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SUSTAINABLE ADVISORS ALLIANCE LLC
CRD 312061File 801-120088
APPROVED
Retail clients
Filing as of Apr 16, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.