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Wealth manager, independent · Seattle, WA

Sander Capital Advisors, Inc.

SEC-registered investment adviser · CRD 112499 · SEC 801-112452

At a glance

Sander Capital Advisors, Inc. is an SEC-registered investment adviser based in Seattle, Washington, with $210 million in regulatory assets under management as of its Form ADV filed January 15, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 15 individual clients. By Form ADV it is a wealth manager, ranked 5,650th of 8,915 wealth managers and 12,008th of 17,210 SEC-registered advisers by assets.

Main office 206-323-8822sandercapital.comAs filed on Form ADV

Regulatory AUM
$210M
Rank among wealth managers
#5,650 of 8,915
Rank among all SEC RIAs
#12,008 of 17,210
Rank in Washington
#192 of 271
Individual clients
15
High-net-worth clients
15
Accounts
20
Discretionary
100% of AUM
Employees
2
Advisory staff
2
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

  1. Morgan Stanley$112M

Other RIAs using Morgan Stanley

Broker-dealer

No broker-dealer ties

Other RIAs with no broker-dealer ties

Who it serves

Client typeClientsRegulatory AUMShare
High-net-worth individuals15$210M100%

Disciplinary disclosures

Sander Capital Advisors, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗

Services

  • Portfolio management for individuals and small businesses

How it’s paid

  • A percentage of assets under management

Form ADV and brochures on the SEC’s adviser search ↗sandercapital.com ↗

AtlasMembers

The full record on Sander Capital Advisors, Inc.

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 8 years of filings
Locked
Growth over one, three and five years
Locked
Rank against 6,064 peers of its type and size
Locked
Owners and executives, with titles and stakes
3 namedLocked
Main office, fax and compliance officer
Locked
Filing changes this year, with alerts
Locked
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Sander Capital Advisors, Inc. manage?

Sander Capital Advisors, Inc. reports $210 million in regulatory assets under management across 20 accounts, 100% of it on a discretionary basis, on its Form ADV filed January 15, 2026.

What kind of firm is Sander Capital Advisors, Inc.?

Sander Capital Advisors, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.

Who are Sander Capital Advisors, Inc.’s clients?

By assets, its largest client types are high-net-worth individuals ($210 million, 15 clients).

Does Sander Capital Advisors, Inc. have any disciplinary history?

Sander Capital Advisors, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.

Where these numbers come from

Every figure is Sander Capital Advisors, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-01-15), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →