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
% Discretionary
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
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