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SAOS CAPITAL, LLC

410 Mill St
Suite 107
Mount Pleasant, South Carolina 29464
Tel: 843-388-9925

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About SAOS CAPITAL, LLC

SAOS CAPITAL, LLC, formally registered with the SEC as SAOS CAPITAL, LLC. The firm was established in 01/04/2012. They have over 1 offices throughout the country.

SAOS CAPITAL, LLC is a Mount Pleasant, South Carolina based Financial Planning firm with nearly $207,724,783 assets under management, offering retirement planning & investment advisory services to 1394 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#159515
SEC#801-72927
Assets Managed by Firm$207,724,783
No. of Clients1394
No. of Advisors4

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services

Firm Client Information

No. of ClientsAUM
Firm Total1394$207,724,783
Individuals (other than high net worth individuals)466$73,074,784
High net worth individuals60$122,823,612
Pension and profit sharing plans22$11,826,387

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GREYSTAR INVESTMENT GROUP, LLC
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$28,309,013,20061510
APOLLON WEALTH MANAGEMENT, LLC
111 Coleman Blvd, Suite 402
Mount Pleasant, SC, 29464
$5,519,652,12815301167
PERMCAP INVESTMENT OFFICE
18 N. Adgers Wharf
Charleston, SC, 29401
$4,462,882,4424216
SOUTHSTATE ADVISORY, INC.
520 Gervais St
Columbia, SC, 29201
$3,417,068,97042020

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