Sovereign Global Advisors, Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 167663
· Denver, CO
· WWW.SOVEREIGNGLOBALADVISORS.COM
☆ Save with Pro
ADV data as of Mar 19, 2026
- Regulatory AUM
- $4.2M
- Discretionary
- $2.1M
- Clients
- 10
- Avg AUM / client
- $419K
- Accounts
- 10
- Employees
- 10
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 10 | $4.2M | 100.0% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Angelo Dragotta | Registered representative | Apr 2018 (8y) | ||
| Michael Ciro Colletti | Registered representative | Mar 2020 (6y) | ||
| Clifton Marcellus Coger | Registered representative | Dec 2020 (6y) |
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) | 03/19/2026 | 1.29 MB | 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
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
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: Mar 19, 2026.
View current Form ADV (SEC/IAPD) ↗