A complete list of active advisors currently associated with SOP Advisors LLC

Warmer can help you find a great advisor at SOP Advisors LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at SOP Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name
Location
Years of experience
Steven Allen profile photo Steven Allen
Rancho Santa Fe, CA
2
Warmer team member

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