S
$26.8M Total AUM
$26.8M Disc. AUM
-- 3Y CAGR
2 Employees
68 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2017
- Office Locations
- 1
Office Locations
-- Ashland VA
About Sovereign Capital Vantage, Inc.
Sovereign Capital Vantage, Inc. is a Ashland-based RIA. The firm has been operating for 9 years. Managing $26.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$13.4M AVG AUM / ADVISOR
$393.5K AVG AUM / CLIENT
3.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
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Services
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Owner & Executives
Marc Dewayne Thompson
Chief Compliance Officer, President
- CRD
- #2734055
- Ownership
- 50% but less than 75%
Available
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H
Herbert Kenneth Helton
--
- CRD
- --
- Ownership
- 10% but less than 25%
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,756,037 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,756,037 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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