Sovereign Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$62,852,570
Clients
66
Advisors
2
of 2 employees
About
Sovereign Asset Management is an independent, single‑advisor registered investment adviser that manages about $53 million in client assets for roughly 66 clients. The firm provides portfolio management services for individual investors and also advises pension or profit‑sharing plans and other institutional clients.
Sovereign delivers ongoing portfolio management with regular account reviews and client communications. The firm issues periodic newsletters and market commentaries as part of its client outreach.
What is distinctive about Sovereign is the combination of its solo‑practitioner scale with services more commonly associated with larger firms — notably pension/profit‑sharing plan advisory, institutional portfolio management, and published periodicals. This mix means its client base and service offerings differ from many similarly sized independent advisers.
Client services
Fee options
Account minimum: Information not stated in the provided brochure text
Main office
Lexington OH
Advisors at this office
2
Most active in
Louisiana · Ohio
Also doing business as
Sazdanoff Donald Louis · Sovereign Asset Management
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:
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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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Lawyer
They provide legal services, typically billed separately.
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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
Advisors at this firm
Donald S
Series 63, Series 66
Lexington, OH
Sovereign Asset Management
Donald Sazdanoff is the sole advisor at Sovereign Asset Management in Lexington, Ohio, where he has provided investment advisory services since 1993. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Sovereign Asset Management is an independent, single-advisor firm managing approximately $53 million in assets for around 66 clients. The firm offers portfolio management services to individual investors as well as pension or profit-sharing plans and other institutional clients, combining solo-practitioner scale with institutional-level services and published market commentaries.
Henrietta S
Series 63
Lexington, OH
Sovereign Asset Management
Henrietta Sazdanoff is a financial advisor at Sovereign Asset Management with 18 years of industry experience. She holds the Series 63 designation and has a background working with Lexington Local Schools since 2003. Sovereign Asset Management is an independent, single-advisor registered investment adviser managing approximately $53 million for individual investors, pension or profit-sharing plans, and institutional clients. The firm combines solo-practitioner scale with services typically found at larger firms, including institutional portfolio management and published market commentaries.
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