Overview
Assets Under Management: $208 million
Headquarters: MOUNT PLEASANT, SC
High-Net-Worth Clients: 60
Average Client Assets: $2 million
Frequently Asked Questions
SAOS CAPITAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #159515), SAOS CAPITAL, LLC is subject to fiduciary duty under federal law.
SAOS CAPITAL, LLC is headquartered in MOUNT PLEASANT, SC.
SAOS CAPITAL, LLC serves 60 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, SAOS CAPITAL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
SAOS CAPITAL, LLC manages $208 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, SAOS CAPITAL, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.13
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,394
Discretionary Accounts: 1,372
Non-Discretionary Accounts: 22
Regulatory Filings
CRD Number: 159515
Last Filing Date: 2025-02-25 00:00:00
Website: https://saoscapital.com