Sigma Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$65,000,000
Clients
12
92% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$5,416,667
About
The firm provides financial planning, investment management, and single-family office services to individuals (including trusts and estates), foundations, and single-family offices, and works with high- and ultra-high-net-worth clients. Like many independent advisers, it focuses on portfolio management and financial planning for individual and institutional clients.
Portfolios are typically built with passive, low‑turnover ETFs and no‑load mutual funds, guided by a signed Investment Policy Statement and periodic reviews. The firm manages approximately $65 million, all on a non‑discretionary basis, and charges a negotiated flat annual fee rather than a percentage‑of‑AUM fee.
The firm’s principal also maintains an active legal practice and, in some cases, may provide legal services to advisory clients; clients who receive legal work must sign a disclosure and the firm has policies intended to mitigate related conflicts of interest. Serving as manager of a single‑family office while maintaining a small client base and a non‑discretionary, flat‑fee business model distinguishes the firm from many peers.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Passive / index investing
Occupation focus
Founder/Business Owner
Attorney
Fee options
Flat-fee negotiated annually based on client situation and scope of work; billed in four equal installments.
Account minimum: $1,000,000 Fee-only: Flat-fee negotiated annually based on complexity and scope of work; no assets under management fee charged.
Main office location
Sigma Advisors, LLC
St. Louis MO, United States
Number of offices
2
Most active in
Sigma Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Missouri
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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