Sabrient Systems, Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- 22
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 21 | $0 | — |
| Other investment advisers | 1 | $0 | — |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brown, David, Lee | Member | Dec 2000 (26y) | ≈ 18.75% – 50% via Www Investors, Llc | |
| Appleby, Scott, William | Member | Nov 2002 (24y) | 5% – 10% | |
| Carey, William, Ward | Member | May 2003 (23y) | 5% – 10% | |
| Hahn, Edward, Sundong | Owner | Apr 2004 (22y) | ≈ 3.75% – 10% via Woodmont Clarke Llc | |
| Bentley, Kassandra | Director And Member | Aug 2014 (12y) | Less than 5% | |
| Scott Gordon Martindale | Director (09/2016), Chief Executive Officer (11/2019), And Chief Compliance Officer (12/2023) | May 2016 (10y) | Less than 5% | |
| Brown, Jeffrey, Daryl | Director | Sep 2016 (10y) | Less than 5% | |
| Blackwell, Karen | Member | Jan 2021 (6y) | 5% – 10% | |
| Daniel Dean Vickers | Registered representative | Feb 2025 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Www Investors, Llc | Member | Dec 2004 | A | 25% – 50% |
| Woodmont Clarke Llc | Member | Apr 2004 | A | 5% – 10% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Brown, David, Lee: 75% – 100% of Www Investors, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Hahn, Edward, Sundong: 75% – 100% of Woodmont Clarke Llc × 5% – 10% direct ≈ 3.75% – 10% 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) | 03/09/2026 | 993 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
- • Subscription fees
- • Other fees
- • PERCENTAGE OF AUM IN VEHICLES MANAGED BY THIRD PARTIES
Services
- • Publication of periodicals or newsletters
- • Security ratings or pricing services
- • Other services
Custody
Reported custodians
- Wells Fargo $5.2M (100% of AUM) Dec 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 09, 2026.
View current Form ADV (SEC/IAPD) ↗