This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-04-2012
- Office Locations
- 2
Office Locations
About Saos Capital, LLC
SAOS Capital is a fiduciary, fee-based RIA providing personalized financial planning and discretionary asset management for individuals and families, including business owners, entrepreneurs, and retirees. The team collaborates with clients through major life transitions and builds portfolios with access to global markets (including bonds, commodities, and currencies), using ETFs and mutual funds where appropriate. Assets are custodied at Fidelity with SIPC and additional $1B coverage.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
WILLIAM RANDOLPH AVANT
Managing Member
- CRD
- #4517403
- Ownership
- 75% or more
SAMUEL WAYNE GAMBLE
--
- CRD
- #5295335
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $225,081,360 | $158,174 |
| Non-Discretionary | $14,034,730 | $561,389 |
| Total | $239,116,090 | $165,135 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing