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| Happy Holidays!! thanks for using AUM13F!! |
| SAOS Capital LLC
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|---|---|
| CRD # | 159515 |
| SEC # | 801-72927 |
| CIK # | |
| AUM | $207.7 M (2025-02-25) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 843-388-9925 |
| Address | 410 Mill St Mount Pleasant, SC 29464 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 466 | 73.1 |
| (b) Individuals (high net worth individuals) | 60 | 122.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 11.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,394 | 207.7 |
| By Discretionary | ||
| Discretionary | 1,372 | 195.9 |
| Non-Discretionary | 22 | 11.8 |
| Total | 1,394 | 207.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 207.7 | |
| Total | 1,394 | 207.7 |
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|---|---|---|
|
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✚
|
GA | 0.2 |
|
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Pacific Peak Advisors LLC
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ID | 0.2 |
|
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|
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|
1858 Wealth Management LLC
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|
OH | 0.2 |
|
Global Trust Wealth Management LLC
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|
FL | 0.2 |
|
Selkirk Wealth Advisors LLC
✚
|
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