|
⚲
|
| SAOS Capital LLC
✚
|
|
|---|---|
| CRD # | 159515 |
| SEC # | 801-72927 |
| CIK # | |
| AUM | $239.1 M (2026-05-28) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 843-388-9925 |
| Address | 410 Mill St Mount Pleasant, SC 29464 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 456 | 83.0 |
| (b) Individuals (high net worth individuals) | 80 | 142.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 25 | 14.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,448 | 239.1 |
| By Discretionary | ||
| Discretionary | 1,423 | 225.1 |
| Non-Discretionary | 25 | 14.0 |
| Total | 1,448 | 239.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 239.1 | |
| Total | 1,448 | 239.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
SWP Financial LLC
✚
|
CA | 0.2 |
|
E6 Portfolios
✚
|
UT | 0.2 |
|
Brian Low Financial Group LLC
✚
|
LA | 0.2 |
|
Galleria Financial Advisors LLC
✚
|
GA | 0.2 |
|
Driven Investments LLC
✚
|
0.2 | |
|
Street Capital Partners LLC
✚
|
IN | 0.2 |
|
Snowcap Capital Management LLC
✚
|
TX | 0.2 |
|
CPR Investments Inc
✚
|
MI | 0.2 |
|
GFS Wealth Management Advisors Inc
✚
|
CT | 0.2 |
|
Prossimo Advisors LLC
✚
|
CA | 0.2 |