Sustainable Advisors Alliance Llc
- Regulatory AUM
- $235M
- Discretionary
- $223M
- Clients
- 559
- Avg AUM / client
- $420K
- Accounts
- 1,080
- Employees
- 8
AUM over time
Annual snapshots from Form ADV filings · as of Apr 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 465 | $83.0M | 35.3% |
| High net worth individuals | 94 | $146M | 62.3% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.5M | 0.64% |
| Charitable organizations | Fewer than 5 clients | $4.1M | 1.75% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Julie Lynn Skye | Member And Chief Compliance Officer | Nov 2020 (6y) | 10% – 25% | |
| Krista Anne Strohoffer | Member | CFP | Jan 2021 (6y) | 10% – 25% |
| Harold Joseph Moran | Member | CFP | Apr 2021 (5y) | 10% – 25% |
| Janet Ellen Bryan | Member | CFP | Apr 2021 (5y) | 10% – 25% |
| Laura Whitney Isanuk | Member | Apr 2021 (5y) | 10% – 25% | |
| Pamela Stamper Brandt | Member | CFP | Apr 2021 (5y) | 10% – 25% |
| Elizabeth Sheldahl Litts | Registered representative | Feb 2025 (1y) | ||
| Cassidy Plair | Registered representative | Dec 2025 (1y) | ||
| Ian Bernard Mcleod | Registered representative | CFP | Jun 2026 (0y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
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) | 04/16/2026 | 1010 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
- • Hourly charges
- • Fixed fees
- • Other fees
- • ON-GOING FINANCIAL PLANNING
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $162M (69% of AUM) Apr 2026
- Folio Investments, Inc. $32.3M (14% of AUM) Apr 2026
- Apex Clearing $23.1M (10% of AUM) Apr 2026
- Assetmark Brokerage, Llc $12.1M (5% of AUM) Apr 2026
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: Apr 16, 2026.
View current Form ADV (SEC/IAPD) ↗