Sovran Advisors, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 329415
· SEC file 801-129342
· San Diego, CA
· www.linkedin.com
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ADV data as of Mar 27, 2026
- Regulatory AUM
- $1.9B
- Discretionary
- $1.9B
- Clients
- 4,018
- Avg AUM / client
- $466K
- Accounts
- 6,135
- Employees
- 64
AUM over time
$0
$1.9B
Dec 2023
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Investments (13F portfolio — 578 positions, $1,274,501,659)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | CORE S&P500 ETF | $37,846,914 | 52,414 | 2.97% | 2.02% |
| 2 | Apple Inc | COM | $31,173,133 | 114,881 | 2.45% | 1.66% |
| 3 | Microsoft Corp | COM | $24,104,822 | 59,112 | 1.89% | 1.29% |
| 4 | Nvidia Corporation | COM | $23,913,389 | 119,825 | 1.88% | 1.28% |
| 5 | Innovator Etfs Trust | US EQTY ULTRA B | $22,673,488 | 559,701 | 1.78% | 1.21% |
| 6 | State Str Spdr S&P 500 Etf T | TR UNIT | $21,917,641 | 30,498 | 1.72% | 1.17% |
| 7 | Ishares Tr | S&P 500 VAL ETF | $21,048,075 | 94,104 | 1.65% | 1.12% |
| 8 | Blackrock Etf Trust | ISHARES US EQUIT | $19,172,092 | 299,798 | 1.5% | 1.02% |
| 9 | Ishares Tr | S&P 500 GRWT ETF | $17,177,550 | 132,318 | 1.35% | 0.92% |
| 10 | Amazon Com Inc | COM | $16,852,249 | 63,579 | 1.32% | 0.9% |
| 11 | Capital Group Dividend Value | SHS CREATION UNI | $15,744,375 | 339,245 | 1.24% | 0.84% |
| 12 | Ishares Tr | MSCI USA QLT FCT | $15,348,901 | 74,060 | 1.2% | 0.82% |
| 13 | Ishares Tr | CORE UNIVRSL USD | $15,200,751 | 328,949 | 1.19% | 0.81% |
| 14 | Broadcom Inc | COM | $14,069,616 | 33,705 | 1.1% | 0.75% |
| 15 | Capital Grp Fixed Incm Etf T | CORE PLUS INCM | $14,049,856 | 628,910 | 1.1% | 0.75% |
| 16 | Janus Detroit Str Tr | HENDRSN SHRT ETF | $13,244,696 | 270,964 | 1.04% | 0.71% |
| 17 | Alphabet Inc | CAP STK CL C | $13,132,681 | 34,384 | 1.03% | 0.7% |
| 18 | Meta Platforms Inc | CL A | $12,823,507 | 20,957 | 1.01% | 0.68% |
| 19 | Invesco Qqq Tr | UNIT SER 1 | $12,555,170 | 18,802 | 0.99% | 0.67% |
| 20 | Usa Rare Earth Inc | COM | $11,866,212 | 456,920 | 0.93% | 0.63% |
| 21 | Capital Group Growth Etf | SHS CREATION UNI | $11,588,307 | 259,595 | 0.91% | 0.62% |
| 22 | Ishares Tr | EAFE VALUE ETF | $11,320,412 | 145,900 | 0.89% | 0.6% |
| 23 | Alphabet Inc | CAP STK CL A | $11,192,716 | 29,087 | 0.88% | 0.6% |
| 24 | Ishares Inc | CORE MSCI EMKT | $10,484,237 | 133,574 | 0.82% | 0.56% |
| 25 | Ishares Tr | 20 YR TR BD ETF | $10,411,740 | 121,604 | 0.82% | 0.56% |
Top 25 of 578 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 3,563 | $891M | 47.5% |
| High net worth individuals | 355 | $834M | 44.5% |
| Pension and profit sharing plans | 59 | $105M | 5.63% |
| Charitable organizations | 15 | $13.1M | 0.7% |
| Corporations and other businesses | 26 | $31.2M | 1.66% |
People (69)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeremy Scot Martinson | President And Cfo | CFP | Dec 2023 (3y) | ≈ 18.75% – 50% via Sovran Usa, Inc. |
| Arce, Elizabeth | Chief Compliance Officer | Feb 2024 (3y) | Less than 5% | |
| Paul Richard Justin | Ceo | CFP Chartered Financial Consultant | Feb 2024 (3y) | ≈ 37.5% – 75% via Sovran Usa, Inc. |
| Anthony Alois Krickl | Registered representative | Feb 2024 (2y) | ||
| Jacqueline Marie Goodreau | Registered representative | Feb 2024 (2y) | ||
| Katherine Burke Flores | Registered representative | Feb 2024 (2y) | ||
| Katy Chai | Registered representative | Feb 2024 (2y) | ||
| Akhilesh Sinha | Registered representative | CFP | Feb 2024 (2y) | |
| Andrew Evans | Registered representative | CFP | Feb 2024 (2y) | |
| Andrew Patrick Baker | Registered representative | Feb 2024 (2y) | ||
| Ashten Rosalyn Barber | Registered representative | Feb 2024 (2y) | ||
| Bernd Egon Steinebrunner | Registered representative | CFP | Feb 2024 (2y) | |
| Brian Michael Brennan | Registered representative | CFP | Feb 2024 (2y) | |
| Carl Henry Jackson | Registered representative | Feb 2024 (2y) | ||
| Christopher J Kilrain | Registered representative | Feb 2024 (2y) | ||
| Daniel Ethan Dodgen | Registered representative | CFP Chartered Financial Consultant | Feb 2024 (2y) | |
| Daniel Joseph Heidelberger | Registered representative | CFP | Feb 2024 (2y) | |
| Danilo Kim | Registered representative | CFP | Feb 2024 (2y) | |
| Donald Ng Van Dyke | Registered representative | Chartered Financial Consultant | Feb 2024 (2y) | |
| Edgar Javier Jimenez Mora | Registered representative | Feb 2024 (2y) | ||
| Eric G.V.R. Finke | Registered representative | Feb 2024 (2y) | ||
| Erica Cordova | Registered representative | CFP | Feb 2024 (2y) | |
| James Christian Loken | Registered representative | Chartered Financial Consultant | Feb 2024 (2y) | |
| James Spencer Jones | Registered representative | Feb 2024 (2y) | ||
| Joel Robert Almquist | Registered representative | Feb 2024 (2y) | ||
| Joseph Snell Brocato | Registered representative | Feb 2024 (2y) | ||
| Lawrence Bernard Hudson | Registered representative | Feb 2024 (2y) | ||
| Matthew Clayton Barnhart | Registered representative | Feb 2024 (2y) | ||
| Michael Edward Cadis | Registered representative | CFP Chartered Financial Consultant | Feb 2024 (2y) | |
| Phillip Charles Di Rocco | Registered representative | Feb 2024 (2y) | ||
| Pamela Yaroma | Registered representative | CFP | Feb 2024 (2y) | |
| Paul David Barnum | Registered representative | Feb 2024 (2y) | ||
| Richard Royston Glass | Registered representative | Feb 2024 (2y) | ||
| Robert A Smith | Registered representative | Chartered Financial Consultant | Feb 2024 (2y) | |
| Royceton Shane Pinder | Registered representative | Feb 2024 (2y) | ||
| Samantha Jackson Kittle | Registered representative | Feb 2024 (2y) | ||
| Shannon Rowan Neimeyer | Registered representative | CFP | Feb 2024 (2y) | |
| Timothy Joel Voytko | Registered representative | Feb 2024 (2y) | ||
| Trenton Glen Adams | Registered representative | CFP | Feb 2024 (2y) | |
| William Abe Frankenstein | Registered representative | CFP | Feb 2024 (2y) | |
| Mark William Pearcy | Registered representative | Chartered Financial Consultant | Mar 2024 (2y) | |
| Brian R Young | Registered representative | Mar 2024 (2y) | ||
| Kaleigh Renee Hollander | Registered representative | Mar 2024 (2y) | ||
| Justin Carl Galietti | Registered representative | Mar 2024 (2y) | ||
| Edward Parker | Registered representative | May 2024 (2y) | ||
| Edmundo Cereceres Alvarado | Registered representative | Jun 2024 (2y) | ||
| Zareh K Shahinian | Registered representative | CFP | Aug 2024 (2y) | |
| Robert Lawrence Wheatley | Registered representative | CFP | Sep 2024 (2y) | |
| Alfonso Leo Valdez | Registered representative | Sep 2024 (2y) | ||
| Raphy Timour | Registered representative | Oct 2024 (2y) | ||
| Claudia Yihsien Lin | Registered representative | CFP | Nov 2024 (2y) | |
| Kirk Snyder | Registered representative | CFA | Nov 2024 (2y) | |
| Kathleen Ann Stovel | Registered representative | Dec 2024 (2y) | ||
| Charlie Deaver | Registered representative | Jan 2025 (2y) | ||
| William James Oconnell | Registered representative | Feb 2025 (1y) | ||
| William James Lafleur | Registered representative | Feb 2025 (1y) | ||
| Julie J Foong | Registered representative | Feb 2025 (1y) | ||
| Perry James Johnson | Registered representative | CFP | Feb 2025 (1y) | |
| Tiffany M Yee | Registered representative | Mar 2025 (1y) | ||
| Murphy Megonigal | Registered representative | Apr 2025 (1y) | ||
| Russell Boyce Albright | Registered representative | Apr 2025 (1y) | ||
| Margery Anne Neis | Registered representative | CFP | Apr 2025 (1y) | |
| Tony Raygoza | Registered representative | Jul 2025 (1y) | ||
| Richard Reith | Registered representative | Dec 2025 (1y) | ||
| Jaye Clifford Oppedahl Ferguson | Registered representative | Feb 2026 (0y) | ||
| Daniel Seth Voytko | Registered representative | Mar 2026 (0y) | ||
| David M Coen | Registered representative | Mar 2026 (0y) | ||
| Mitchell Ryan Roth | Registered representative | CFP | Apr 2026 (0y) | |
| Harry David Adinata | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Sovran Usa, Inc. | Owner | Feb 2024 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jeremy Scot Martinson: 25% – 50% of Sovran Usa, Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Paul Richard Justin: 50% – 75% of Sovran Usa, 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) | 03/27/2026 | 1.22 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
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Kestra Investment Services, Llc $1.7B (90% of AUM) Mar 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: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗