SAOS CAPITAL, LLC
Mount Pleasant, South Carolina
5.0
1 Review
Saos Capital, LLC, a small investment advisory firm headquartered in Mount Pleasant, SC, caters to a diverse client base of over 460 individuals, managing a substantial $161,879,000 in assets. With a strong focus on employer 401Ks and individual investments, Saos Capital possesses extensive expertise in this specialized field. An impressive 88% of their assets under management are handled discretely, ensuring personalized and tailored investment strategies. With a well-rounded team of four employees, including three seasoned investment advisors, Saos Capital is dedicated to delivering comprehensive financial solutions to its clie...
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Assets Under Mgmt

$161.88M

Investment Professionals

3

Locations

0

% 401K & Individual

48%

% Discretionary

88%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pension consulting services
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