Woodland Hills, CA Office

Sovran Advisors serves individuals (including high-net-worth clients), corporations and other business clients, and retirement plan sponsors, providing financial planning, ongoing advisory relationships, and both discretionary and non-discretionary portfolio management across multiple program types. The firm offers retirement plan consulting and the ability to allocate assets to third-party managers or manage assets within advisory annuity contracts.

The firm’s advisors work from written investment policy statements and may implement strategies created by the advisor, by Sovran’s internal Portfolio Models, or by third‑party strategists through unified managed account platforms, with technology-supported rebalancing and administrative services. Sovran uses a mix of active and passive exposures and may include mutual funds, ETFs, alternatives, and derivatives as part of its managed solutions depending on client objectives.

Noteworthy for an enterprise firm, Sovran was recently established yet operates at scale with over fifty advisors and nearly $1.9 billion in assets under management and a material amount of assets under advisement. The firm’s principals hold ownership interests in affiliated insurance and business‑service companies, and many advisors maintain broker‑dealer registrations with an introducing broker‑dealer and access to multiple custodial platforms (including AssetMark and SEI partnerships); those relationships, including certain loan and platform arrangements, are disclosed by the firm as potential sources of referral or compensation conflicts.