Sovereign Capital Advisers
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sovereign Capital Advisers offers non-discretionary investment advisory and consulting to individuals, high-net-worth clients, businesses, trusts, pension and profit-sharing plans, charitable organizations, and institutional clients. Its service menu includes investment advisory and financial planning, business and strategic advisory, capital markets and private capital readiness consulting, private investment vehicle planning, corporate governance, risk management, market intelligence, and financial literacy and continuing professional education.
The firm provides tailored, non-discretionary recommendations after reviewing client-provided information, documenting observations, and coordinating with attorneys, accountants, custodians, and other outside professionals; clients retain final authority over implementation. Analytical methods may include fundamental, macroeconomic, technical, thematic and ESG analysis, with engagements focused on portfolio allocation review, risk assessment and strategic readiness rather than trade execution or custody.
Notable distinctions include an internal market-intelligence and investor-education division that publishes periodicals, newsletters, research briefs and offers subscription-based publications alongside seminars, workshops and other educational programs. The firm uses a mix of fixed, hourly, retainer and subscription billing rather than asset-based or performance fees, provides consulting to pension and institutional clients, and states it will not act as a private-fund adviser or receive transaction- or placement-based compensation.
Client services
Expertise
Fee options
Fixed fees for various services including: $2,500 for Financial Planning; $3,500 fixed fee or $2,500/month for Business and Strategic Advisory; $5,000 fixed fee or $5,000/month for Capital Markets Consulting; $7,500 fixed fee for Private Capital Readiness Consulting; $15,000 fixed fee for Private Investment Vehicle Planning; $5,000 fixed fee or $7,500/month for Corporate Governance Consulting; $7,500 fixed fee for Risk Management and Compliance Readiness Consulting; $2,000 for fixed research briefs.
$250 per hour
Market Intelligence and Research subscription fees: $49 per month or $499 per year
Fee-only: Fixed fees ranging from $250 to $15,000 depending on service type; hourly rate of $250 per hour; monthly retainer fees; subscription fees from $49/month to $499/year or fixed research briefs at $2,000; various fixed-fee consulting engagements detailed below.
Main office
Newnan GA
Advisors at this office
1
Most active in
Georgia
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
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