SourcingSourcing

SANDER CAPITAL ADVISORS, INC.

B64
CRD 112499·SEC 801-112452·SEATTLE, WA
AUM
$210.0M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$630K
@ 30% margin
Est. Deal Value
$5.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SANDER CAPITAL ADVISORS, INC.
CRD
112499
SEC file #
801-112452
EIN
911334567
DBA names
—

Economics

AUM
$210.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$121.0M → $210.0M▲ +74%
Client mix
Individuals High Net Worth15

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
SEATTLE WA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
01/15/2026
ADV-W filed at
—
Website
sandercapital.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SANDER, ROBERT, L.
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
SANDER, ROBERT, L.
SANDER, MARTHA
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SANDERCAPITAL.COM
Rdap Domain Creation Date
1997-11-19T05:00:00Z
Rdap Firm Age Years
29
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001173889
Edgar Registered
Yes
Edgar Filing Count
37
Edgar First Filing Date
2002-07-18
Edgar Last Filing Date
2026-04-16
Edgar 13f Count
37
Edgar 13f Latest AUM Estimate
Filing Date2026-04-16
Accession0001493152-26-017013

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Morgan Stanley3
Edgar Addresses
Mailing
4105 E. MADISON STSUITE 300SEATTLE, WA 98112
Business
4105 E. MADISON ST.SUITE 300SEATTLE, WA 98112
Edgar EIN
911334567
Edgar Recent Filings
13F-HR2026-04-16 · 0001493152-26-017013
13F-HR2026-01-14 · 0001493152-26-002266
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-11-18T05:00:00Z
Rdap Domain Last Changed
2024-09-19T07:34:57Z
Rdap Nameservers
Ns91.worldnic.comNs92.worldnic.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
810307
Trust Company Affiliate
No

People (2)

2
SANDER, ROBERT, L.
IAR · Direct Owner · 37.5%
810307
SANDER, MICHAEL, MCDONALD
IAR · Direct Owner · 7.5%
5493685