Sovereign Wealth Advisors LLC
advisor8 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4+1 YoYRank #3323 of mapped providers
Assets under administration$28.4B0.0%Market share · rank #502
Fees received$147,015Median $33,876/planSum across Schedule C direct + indirect
Net wins YoY+11 won · 0 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Sovereign Wealth Advisors LLC plan look like?
Service mix · median fees per plan
Count of plans where Sovereign Wealth Advisors LLC ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Direct payment from the plan; Consulting (general)Code 16 | 2 | $33,876 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping fees; Other fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Other services; Direct payment from the planCode 15 | 1 | $49,923 | |
Investment advisory (plan)Code 27 | 1 | $29,341 |
Competitor overlap
Percent of Sovereign Wealth Advisors LLC's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Sovereign Wealth Advisors LLC.
| Sponsor | From | Assets |
|---|---|---|
WORTH ROSS MANAGEMENT CO. INC.TX · 030380975-001 | (new plan) | $11M |
Plans lost in 2024
Appeared last year under Sovereign Wealth Advisors LLC; not this year.
| Sponsor | To | Assets |
|---|
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-444 | $16.8B | 80,475 | $29,655 | 9y | 1 |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATIONVA · 530116145-333 | $11.5B | 75,823 | $38,096 | 10y | - |
HOUSTON EAR, NOSE & THROAT CLINIC, LLPTX · 741195579-002 | $27M | 175 | $29,341 | 3y | 1 |
WORTH ROSS MANAGEMENT CO. INC.TX · 030380975-001 | $11M | 568 | $49,923 | 3y | - |
Flag exposure
100.0%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (8)
Raw Schedule C names collapsed into Sovereign Wealth Advisors LLC.
- INTERNATIONAL SMALL COMPANY PORTFOL
- INTERNATIONAL SOFTWARE SYSTEM INC
- INTERNATIONAL SOFTWARE SYSTEMS INC
- INTERNATIONAL SOFTWARE SYSTEMS, INC
- SOVEREIGN WEALTH ADVISORS
- SOVEREIGN WEALTH ADVISORS LLC
- SOVEREIGN WEALTH ADVISORS, INC.
- SOVERIGN WEALTH ADVISORS LLC
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Sovereign Wealth Advisors LLC's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 2 | 50.00% | 1.71% | +48.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Sovereign Wealth Advisors LLC. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Sovereign Wealth Advisors LLC's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Groom Law Group, Chartered | 2 | 50.0% |
| Thompson Hine | 2 | 50.0% |
| Harter Secrest & Emery LLP | 1 | 25.0% |
| Stevens & Lee | 1 | 25.0% |
| Willkie Farr & Gallagher LLP | 1 | 25.0% |