SOVRAN ADVISORS, LLC

CRD 329415File 801-129342

APPROVED

Retail clients

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.87B

Top 25% of cohort (national)

Discretionary AUM

$1.87B

Non-discretionary $2.4M

Clients

4,018

6,135 accounts

Employees

Top 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Jan 12, 2024
Principal office: 3131 CAMINO DEL RIO N., SUITE 800, SAN DIEGO, CA, 92108
Phone: 619-281-9890
Website: https://www.linkedin.com/company/sovran-advisors/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.87B
Discretionary AUM: $1.87B
Non-discretionary AUM: $2.4M
Discretionary accounts: 6,132
Non-discretionary accounts: 3
Total accounts: 6,135
AUM per client: $466K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	26	$31.2M
Charitable organizations	15	$13.1M
High net worth individuals	355	$834.0M
Pension and profit sharing plans	59	$105.4M
Individuals (other than high net worth individuals)	3,563	$890.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

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 11

This 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.