SOP Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
SOP Advisors LLC provides discretionary investment management services primarily to individual clients and small businesses and also serves indirectly as a subadvisor to certain unaffiliated investment advisers. The firm tailors advisory services to each client's investment objectives and allows clients to impose written restrictions on investments.
SOP’s investment approach emphasizes trading in U.S.-based commodity and cyclical securities and may include securities, derivatives, short sales, options, margin and other strategies. Research and decision‑making draw on charting, fundamental, technical and cyclical analysis as well as proprietary models, and accounts are managed with broad discretion subject to client guidelines.
Notable for a firm with a modest asset base, SOP discloses that it may enter into performance‑based fee arrangements and may manage parallel or subadvised accounts for other advisers, practices that can create conflicts of interest different from typical percentage‑of‑AUM relationships. The brochure also highlights potential use of other funds and managers and occasional solicitation or third‑party arrangements, indicating client relationships can involve nonstandard compensation and allocation considerations.
Client services
Expertise
Fee options
20% of net profits over a hurdle rate (average yield on 10-Year U.S. Treasury Note over the preceding quarter), charged quarterly and non-refundable, subject to loss carry forward/high watermark
Main office
Rancho Santa Fe CA
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
-
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.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)