|
⚲
|
| Sovereign Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 149040 |
| SEC # | 801-80942 |
| CIK # | 0001908165 |
| AUM | $3.3 B (2026-06-04) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Phone | 480-385-2850 |
| Address | 3930 E Ray Road Suite 170 Phoenix, AZ 85044 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| MPLX LP | 21.3 | ||
| Enterprise Products Partners L P | 12.6 | ||
| Plains All American Pipeline LP | 11.8 | ||
| Western Gas Equity Partners LP | 11.3 | ||
| Oneok Inc /New/ | 8.7 | ||
| Phillips 66 | 7.7 | ||
| Transcanada Corp | 3.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 4 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 0.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 33 | 3.3 |
| Total | 144 | 3.3 |
| By Discretionary | ||
| Discretionary | 138 | 3.3 |
| Non-Discretionary | 6 | 0.1 |
| Total | 144 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.3 | |
| Total | 144 | 3.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001908165] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stokes Family Office LLC
✚
|
LA | 3.4 |
|
Summitry LLC
✚
|
CA | 3.4 |
|
R Squared BM LLC
✚
|
CA | 3.3 |
|
LaSalle Investment Management Securities LLC
✚
|
MD | 3.3 |
|
Meeder Asset Management Inc
✚
|
OH | 3.3 |
|
Schneider Downs Wealth Management Advisors LP
✚
|
PA | 3.3 |
|
Security Capital Research & Management Incorporated
✚
|
IL | 3.3 |
|
Emerald Advisers LLC
✚
|
PA | 3.3 |
|
Guardian Partners Inc
✚
|
3.3 | |
|
Potomac Fund Management Inc
✚
|
MD | 3.3 |