AdvisorCensus / Financial advisors / Washington / Seattle / Sander Capital Advisors, Inc.
Sander Capital Advisors, Inc. is an SEC-registered investment advisory firm in Seattle, WA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 15, 2026.
Quick answers
From the filingHow is Sander Capital Advisors, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), Sander Capital Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management.
What does Sander Capital Advisors, Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated January 15, 2026 states: Up to $2,000,000: 1.5% a year; $2,000,000 to $5,000,000: 1% a year; Above $5,000,000: 0.8% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Sander Capital Advisors, Inc. located?
Sander Capital Advisors, Inc.'s principal office is in Seattle, WA, according to its Form ADV.
Is Sander Capital Advisors, Inc. registered with the SEC or a state?
Sander Capital Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 112499.
How much does Sander Capital Advisors, Inc. manage?
Sander Capital Advisors, Inc. reports $210,000,000 in regulatory assets under management in its Form ADV filing dated January 15, 2026 (100% discretionary).
How have Sander Capital Advisors, Inc.'s assets and staff changed since 2021?
In the Form ADV data for Sander Capital Advisors, Inc.: Regulatory assets under management: $209,000,000 in the October 2021 data and $210,000,000 in the October 2026 data, unchanged. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Sander Capital Advisors, Inc. serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (15).
Which custodians does Sander Capital Advisors, Inc. use?
Sander Capital Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Morgan Stanley as a custodian holding 10% or more of its separately managed account assets.
Does Sander Capital Advisors, Inc. report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/112499
Does Sander Capital Advisors, Inc. state an account minimum?
Its Form ADV Part 2A brochure dated January 15, 2026 says: "The minimum account size is $200,000."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $2,000,000 | 1.5% |
| $2,000,000 to $5,000,000 | 1% |
| Above $5,000,000 | 0.8% |
The brochure's wording
The annual fee schedule, payable quarterly in advance, is as follows: 1.50% of portfolio value on the first $2 million 1.0% of portfolio value on the next $3 million .80% of portfolio value on amounts above $5 million
Account minimum: $200,000
The brochure's wording
The minimum account size is $200,000.
As stated in the firm's Form ADV Part 2A brochure dated January 15, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$210,000,000 as of October 2026, filing dated January 15, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Also doing business as
- SANDER CAPITAL ADVISORS, INC.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (8 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $210,000,000 | 2 | January 15, 2026 |
| October 2025 | $217,000,000 | 2 | January 10, 2025 |
| October 2024 | $195,000,000 | 2 | January 17, 2024 |
| October 2023 | $150,000,000 | 2 | January 17, 2023 |
| October 2022 | $250,000,000 | 2 | January 18, 2022 |
| October 2021 | $209,000,000 | 2 | January 15, 2021 |
Regulatory assets under management: $209,000,000 in the October 2021 data and $210,000,000 in the October 2026 data, unchanged.
Total employees: 2 in October 2021 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Sander Capital Advisors, Inc. (CRD 112499): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/sander-capital-advisors-inc-seattle-wa-112499