Sander Capital Advisors, Inc. (Seattle)

Name: Sander Capital Advisors, Inc.
Address: 4105 E. Madison St., Seattle, WA, 98112
Telephone: 206-323-8822

Sander Capital Advisors, Inc. is a large advisory firm based in Seattle. It manages $121 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdiction of Washington.

Sander Capital Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Sander Capital Advisors: assets under management

The assets under management (AUM) of Sander Capital Advisors, Inc. is $121 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $121 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.07 million each.

Investments

The firm invests in exchange traded securities the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sander Capital Advisors, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Sander Capital Advisors serves?

The only and largest group of clients of Sander Capital Advisors is high net worth individuals with 15 clients and $121 million of assets under management. Among the 11 most similar advisory firms, Sander Capital Advisors has the highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $121 million for 15 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Sander Capital Advisors doesn't advise any private funds.

Careers at Sander Capital Advisors, Inc.

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert L. Sander	Director, president and chief compliance officer	1 Jan 1985	25% - 50%	810307
Martha Sander	Director, vice president and secretary	1 Jan 1985	25% - 50%	xxx-xx-xxxx

Based in Seattle

The principal office where Sander Capital Advisors, Inc. performs its advisory services is located at 4105 E. Madison St., Seattle, WA 98112, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-323-8822 or by fax 206-328-7197. The normal business hours are 9:00 am to 3:00 pm on Monday - Friday. You can find more information about the New York firm at sandercapital.com.