Sigma Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
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
St. Louis MO
Advisors at this office
1
Most active in
Missouri
Also doing business as
Nextgeneration Investments · Sigma Advisers, LLC · Sigma Advisors, LLC · Sigma Private Advisers, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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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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