SOVEREIGN'S CAPITAL MANAGEMENT, LLC
C19
CRD 301879·SEC 801-126307·ATLANTA, GA
AUM
$1.28B
$1B+
Est. Revenue
$12.8M
@ 1% on AUM
Est. EBITDA
$3.8M
@ 30% margin
Est. Deal Value
$30.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Operations
Advisory staff (5-yr trend)
'23 · 24 advisors
'25 · 26 advisors
'26 · 27 advisors
'23'26
24 advisors → 27 advisors▲ +13%
Branches
—
Custodian & Brokerage
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Edgar Form D Offerings
2026-01-222026-01-22 · 0002041212-26-000001
2025-01-272025-01-27 · 0002041212-25-000001
Compliance & brand
All other collected signals (16)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
C/O SOVEREIGN'S CAPITAL MANAGEMENT, LLC3350 RIVERWOOD PARKWAY, SE, SUITE 670ATLANTA, GA 30339
Business
C/O SOVEREIGN'S CAPITAL MANAGEMENT, LLC3350 RIVERWOOD PARKWAY, SE, SUITE 670ATLANTA, GA 30339
Edgar Recent Filings
D/A2026-01-22 · 0002041212-26-000001
D/A2025-01-27 · 0002041212-25-000001
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited