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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-03-2023
- Office Locations
- 3
Office Locations
About Sparrow Advisors, LLC
Sparrow Advisors, LLC is a Texas-registered RIA and licensed insurance agency serving high- and ultra-high-net-worth families/family offices, business owners, and philanthropic institutions with wealth management and holistic planning. Portfolios emphasize asset allocation and portfolio construction, often implemented with ETFs and fixed income. The firm also supports charitable and legacy goals through its Sparrow Pledge initiative, with client access via an Envestnet Tamarac portal and custody including Schwab.
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Owner & Executives
ZACHARIAH BUCHANAN DAVIS
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4724644
- Ownership
- 75% or more
Andrea Louise Davis
Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Abigail Davis
Business Development Officer, Wealth and Institutional Engagement
- CRD
- --
ZACHARIAH BUCHANAN DAVIS
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4724644
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,086,863 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,086,863 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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