SOVEREIGN'S CAPITAL MANAGEMENT, LLC

3350 Riverwood Parkway
#670
Atlanta, Georgia 30339
Tel: 404-260-2798

About SOVEREIGN'S CAPITAL MANAGEMENT, LLC

SOVEREIGN'S CAPITAL MANAGEMENT, LLC, formally registered with the SEC as SOVEREIGN'S CAPITAL MANAGEMENT, LLC. The firm was established in 07/29/2022. They have over 3 offices throughout the country.

SOVEREIGN'S CAPITAL MANAGEMENT, LLC is a Atlanta, Georgia based Financial Planning firm with nearly $867,191,714 assets under management, offering retirement planning & investment advisory services to 25 clients. The firm is staffed with 35 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	301879
SEC#	801-126307
Assets Managed by Firm	$867,191,714
No. of Clients	25
No. of Advisors	35

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	25	$867,191,714
Charitable organizations	Fewer than 5 clients	$3,283,188

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