RIA Intel›Advisers›Georgia›SOVEREIGN'S CAPITAL MANAGEMENT, LLC

SOVEREIGN'S CAPITAL MANAGEMENT, LLC

Fund Manager

N·ATLANTA, GA

Data as of Jan 5, 2026 · Source: SEC Form ADV

Total AUM

$1.1B

1-Year AUM Growth

+21.5%

3-Year CAGR

+25.0%

Employees

26

Assets Under Management

Total AUM$1.1B

Discretionary AUM$1.1B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients27

Team

Total Employees26

Investment Advisers35

Employee Growth (1Y)-13.3%

Private Funds

Number of Private Funds26

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record13

First FilingJun 30, 2022

Latest FilingJan 5, 2026

🔒 Full AUM trend chart and 13 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SOVEREIGN'S CAPITAL MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.