Sanders Booze Capital Advisors, LLC (Overland Park)

Sanders Booze Capital Advisors, LLC is a related adviser based in Overland Park. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of Kansas.

Sanders Booze Capital Advisors provides referral and advisory services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Sanders Booze Capital Advisors, LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Sanders Booze Capital Advisors, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 2 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 receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Booze & Company Inc. Sanders	Member	1 Sep 2008	75% - 100%	125266
Jonathan Lawrence Booze	Chief compliance officer	1 Oct 2008	Other	2254390
Jonathan Lawrence Booze	Vice-president	1 Nov 2008	Other	2254390
Ronald Nelson Sanders	Ceo/cco	1 Nov 2008	Other	2096347

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Jonathan Lawrence Booze	Shareholder	1 Jan 2003	50% - 75%	2254390
Ronald Nelson Sanders	Shareholder	1 Jan 2003	50% - 75%	2096347
Jonathan Lawrence Booze	Trustee	1 Jan 2018	75% - 100%	2254390
Jonathan L Booze Revocable Living Trust	Shareholder	1 Jan 2018	50% - 75%	xxx-xx-xxxx

Based in Overland Park

The principal office where Sanders Booze Capital Advisors, LLC performs its advisory services is located at 10851 Mastin Boulevard, Overland Park, KS 66210, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.