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SOP ADVISORS LLC

Advisory

CA

Data as of May 12, 2026 · Source: SEC Form ADV

Rank in CA
#5,344
of 5,480 advisers by AUM
Average account
$167K
across 3 accounts
AUM per adviser
$500K
1 adviser

Source: SEC Form ADV. Figures as filed May 12, 2026.

Total AUM
$500K
Discretionary %
100%
Clients
3
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$500K
Discretionary AUM$500K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients3
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

COUILLARD CAPITAL LLC
LOS ANGELES, CA
$500K
ADVISORY FINANCIAL SERVICES LLC
$500K
ANDREW ARROYO INVESTMENTS, LLC
SAN DIEGO, CA
$500K
MFA GLOBAL CONSULTING GROUP LLC
BEVERLY HILLS, CA
$500K
SCUNDI INVESTMENT MANAGEMENT, LLC
$500K
SIDEPOCKET INC
SAN FRANCISCO, CA
$492K
+1.3% 1Y

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