Sanders Booze Capital Advisors, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
- 2
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jonathan Lawrence Booze | Trustee | CFP | Nov 2008 (18y) | ≈ 28.13% – 75% via Jonathan L Booze Revocable Living Trust |
| Ronald Nelson Sanders | Trustee | Nov 2008 (18y) | ≈ 28.13% – 75% via Ronald N. Sanders Revocable Living Trust |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sanders, Booze & Company, Inc. | Member | Sep 2008 | A | 75% or more |
| Jonathan L Booze Revocable Living Trust | Shareholder | Jan 2018 | B | ≈ 37.5% – 75% via Sanders, Booze & Company, Inc. |
| Ronald N. Sanders Revocable Living Trust | Shareholder | Mar 2021 | B | ≈ 37.5% – 75% via Sanders, Booze & Company, Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jonathan Lawrence Booze: 75% – 100% of Jonathan L Booze Revocable Living Trust × 50% – 75% of Sanders, Booze & Company, Inc. × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Ronald Nelson Sanders: 75% – 100% of Ronald N. Sanders Revocable Living Trust × 50% – 75% of Sanders, Booze & Company, Inc. × 75% – 100% direct ≈ 28.13% – 75% of the firm
- Jonathan L Booze Revocable Living Trust: 50% – 75% of Sanders, Booze & Company, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Ronald N. Sanders Revocable Living Trust: 50% – 75% of Sanders, Booze & Company, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/24/2026 | 981 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Fixed fees
- • Other fees
- • REFERRAL FEES
Services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 24, 2026.
View current Form ADV (SEC/IAPD) ↗