Sander Capital Advisors, Inc
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Overview
Sander Capital Advisors, Inc is a financial advisory company that has its headquarters in Seattle, Washington. It administers $150.0 million in assets over 20 customer accounts, making it a mid-tier investment advisory firm in the country by assets under management (AUM). Sander Capital Advisors, Inc has a small group, including 2 financial advisors. Sander Capital Advisors, Inc is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are exchangable financial investments such as bonds, options and stocks.
Sander Capital Advisors, Inc administers all of the firm's accounts in a discretionary manner. Discretionary management means that an investment advisor has the discretion to make transaction judgments without requiring the client's consent. The advisory firm oversees about $7.5 million in assets for each account. The average financial advisor at Sander Capital Advisors, Inc manages around 10 client accounts, making it one of the more personalized firms in the country.
The firm's main office is at 4105 E. Madison St., Seattle, Washington 98112. The company is legally registered to provide services to clients in the state of Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Sander Capital Advisors, Inc by the Numbers
$150.0 million
2
20
$7.5 million
Fee Structure
Financial advisory fees largely depend on the financial services provided. Fees charged by the company typically consist of the following fee structure: asset-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Sander Capital Advisors, Inc caters to high net worth investors. Out of its 20 customers, Sander Capital Advisors, Inc's biggest client by number of accounts is high net worth investors, though it also manages money for 15 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its clients are from outside of the U.S.
- High-Net-Worth Individuals* - 100%
- Other Individuals - 0%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sander Capital Advisors, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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