Sovran Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

329415

SEC number

801-129342

Firm type

RIA

Assets under management

$1.9B as of Mar 27, 2026

Website

www.linkedin.com/company/sovran-advisors ↗

Phone

619-281-9890

Address

3131 Camino Del Rio N., San Diego, CA, 92108

Advisors at this firm

54 in our index · page 1 of 2

• Trenton Glen AdamsCRD 2218480 · Costa Mesa, CA
  IA RegisteredBroker
• Joel Robert AlmquistCRD 5281884 · Pasadena, CA
  IA RegisteredBroker
• Edmundo Cereceres AlvaradoCRD 6467279 · Pasadena, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Russell Boyce AlbrightCRD 2692363 · Petaluma, CA
  IA Registered
• Andrew Patrick BakerCRD 6207565 · San Diego, CA
  IA RegisteredBroker
• Ashten Rosalyn BarberCRD 6308525 · Costa Mesa, CA
  IA RegisteredBroker
• Matthew Clayton BarnhartCRD 4147797 · San Diego, CA
  IA RegisteredBroker
• Brian Michael BrennanCRD 5964207 · Costa Mesa, CA
  IA RegisteredBroker
• Joseph Snell BrocatoCRD 5108805 · Pasadena, CA
  IA RegisteredRegistration inactive
• Michael Edward CadisCRD 4277771 · Pasadena, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Erica CordovaCRD 6387007 · San Diego, CA
  IA RegisteredBroker
• David M CoenCRD 6396070 · Costa Mesa, CA
  IA RegisteredRegistration inactive
• Phillip Charles Di RoccoCRD 4797623 · Costa Mesa, CA
  IA RegisteredBroker
• Daniel Ethan DodgenCRD 2071798 · Costa Mesa, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Andrew EvansCRD 5952687 · Costa Mesa, CA
  IA RegisteredBroker
• Jaye Clifford Oppedahl FergusonCRD 5503045 · Rancho Cucamonga, CA
  IA RegisteredBroker
• Eric G.V.R. FinkeCRD 4656983 · Pasadena, CA
  IA RegisteredBroker
• Julie J FoongCRD 5710582 · Pasadena, CA
  IA RegisteredBroker
• William Abe FrankensteinCRD 1027453 · Pasadena, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Richard Royston GlassCRD 1282717 · San Diego, CA
  IA RegisteredBroker
• Justin Carl GaliettiCRD 7179432 · Pasadena, CA
  IA RegisteredBroker
• Daniel Joseph HeidelbergerCRD 5164333 · Costa Mesa, CA
  IA RegisteredBroker
• Kaleigh Renee HollanderCRD 5727984 · Pasadena, CA
  IA RegisteredBroker
• Lawrence Bernard HudsonCRD 5843467 · Costa Mesa, CA
  IA RegisteredBroker
• Carl Henry JacksonCRD 2194987 · San Diego, CA
  IA RegisteredBroker
• Samantha Jackson-KittleCRD 5515521 · Pasadena, CA
  IA RegisteredRegistration inactive
• Edgar Javier Jimenez MoraCRD 7231846 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Perry James JohnsonCRD 2514257 · Pasadena, CA
  IA RegisteredBroker
• James Spencer JonesCRD 4750726 · Pasadena, CA
  IA RegisteredBroker
• Christopher J KilrainCRD 6361650 · San Diego, CA
  IA RegisteredBroker
• Danilo KimCRD 4986454 · Costa Mesa, CA
  IA RegisteredBroker
• James Christian LokenCRD 4126295 · Pasadena, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• William James LafleurCRD 5307202 · San Diego, CA
  IA Registered
• Jeremy Scot MartinsonCRD 4587392 · San Diego, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Murphy MegonigalCRD 5543817 · Costa Mesa, CA
  IA Registered
• Shannon Rowan NeimeyerCRD 6373111 · Pasadena, CA
  IA RegisteredBroker
• William James OconnellCRD 2632117 · San Diego, CA
  IA RegisteredBroker
• Mark William PearcyCRD 2978026 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Royceton Shane PinderCRD 2006101 · Pasadena, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Tony RaygozaCRD 5871157 · Pasadena, CA
  IA RegisteredBroker
• Richard ReithCRD 5255724 · Pacific Beach, WA
  IA RegisteredBroker
• Mitchell Ryan RothCRD 6995027 · Dallas, NC
  IA RegisteredBroker
• Zareh K ShahinianCRD 6250394 · Pasadena, CA
  IA RegisteredBroker
• Akhilesh SinhaCRD 2580610 · Costa Mesa, CA
  IA RegisteredBroker
• Robert A SmithCRD 2833957 · Costa Mesa, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Kirk SnyderCRD 1290596 · Costa Mesa, CA
  IA RegisteredRegistration inactive
• Bernd Egon SteinebrunnerCRD 5096812 · Costa Mesa, CA
  IA RegisteredBroker
• Kathleen Ann StovelCRD 2150016 · Pasadena, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Alfonso Leo ValdezCRD 4742483 · Woodland Hills, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Donald Ng Van DykeCRD 4026550 · San Diego, CA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.