TrueAdvisor
TrueAdvisor
TE
TE

Todd Coleman Early

Sovereign Investment Advisors LLC
16 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Sovereign Investment Advisors LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
38 clients
Average Client Portfolio
$78.7M average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:$1M
Financial Planning:Investment management only

Location

Midolthian, VA

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Sovereign Investment Advisors LLC
September 2017 - Present · 8 yrs 5 mos
Previous Registrations
The Colony Group, LLC
March 2015 - July 2017 · 2 yrs 4 mos
Capgroup Advisors
November 2010 - March 2015 · 4 yrs 4 mos
Edelman Financial Services LLC
June 2009 - September 2010 · 1 yr 3 mos
State Registrations2 states
AZTX
Advisor
Exams
No exam information available for this advisor.