AUMdb

Sanostro Ag

SEC-registered Wealth Manager · Boutique (under $100M) CRD 290214 · SEC file 801-112080 · Zug · discord.com
☆ Save with Pro ADV data as of Mar 31, 2026
Regulatory AUM
$260K
Discretionary
$260K
Clients
5
Avg AUM / client
$52.0K
Accounts
1
Employees
2

AUM over time

$0 $50.0M
Oct 2017 Dec 2025

Annual snapshots from Form ADV filings · as of Mar 31, 2026

Who they serve

Client typeClientsAUM% of AUM
High net worth individuals 1 $260K 100.0%
Corporations and other businesses 4 $0

People (1)

NameRole / titleCredentialsWith firm sinceOwnership
Krehbiel, John, Morgan Ceo & Chief Compliance Officer Jan 2021 (6y) Less than 5%

Entity owners (Schedule A/B)

EntityTitle / statusSinceSch.Ownership
Sanostro Holding Ag Shareholder Sep 2013 A 75% or more
Fivet Group Ag Partner Sep 2013 B ≈ 18.75% – 50% via Sanostro Holding Ag

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Estimated effective ownership (look-through of filed bands):

  • Fivet Group Ag: 25% – 50% of Sanostro Holding Ag × 75% – 100% direct ≈ 18.75% – 50% 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)

FormPeriodSize
Form ADV (full filing) 03/31/2026 902 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

  • Percentage of assets under management
  • Subscription fees
  • Fixed fees
  • Performance-based fees
  • Other fees
  • CUSTOM NEGOTIATED FEES

Services

  • Portfolio management for individuals/small businesses
  • Publication of periodicals or newsletters

Custody

Reported custodians

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 31, 2026.

View current Form ADV (SEC/IAPD) ↗