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- Custodian
- Cetera
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-12-2024
- Office Locations
- 10
Office Locations
About Sovran Advisors, LLC
Sovran Advisors, LLC is an SEC-registered investment adviser providing independent wealth management and financial planning for individuals and families (including retirees and HNW), business owners, and select corporate/institutional clients. Services include fee-only advice, discretionary asset management, employer 401(k)/retirement plans, and insurance/risk solutions. Securities are offered through unaffiliated Cetera Wealth Services; portfolios lean heavily on ETFs.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
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Platform
Services
Technology
Owner & Executives
ELIZABETH ARCE
Chief Compliance Officer
- CRD
- #6581145
- Ownership
- Less than 5%
PAUL RICHARD JUSTIN
Chief Executive Officer
- CRD
- #1488112
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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TRENTON GLEN ADAMS
Certified Financial Planner
- CRD
- #2218480
HARRY DAVID ADINATA
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- CRD
- #3216647
Showing 2 of 70 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,871,980,128 | $305,281 |
| Non-Discretionary | $2,367,124 | $789,041 |
| Total | $1,874,347,252 | $305,517 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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