{
  "crd_number": 112499,
  "slug": "sander-capital-advisors-inc-seattle-wa-112499",
  "primary_business_name": "SANDER CAPITAL ADVISORS, INC.",
  "legal_name": "SANDER CAPITAL ADVISORS, INC.",
  "dbas": [
    "SANDER CAPITAL ADVISORS, INC."
  ],
  "city": "Seattle",
  "state": "WA",
  "country": "United States",
  "cbsa_code": "42660",
  "metro": {
    "cbsa_code": "42660",
    "common_name": "Seattle",
    "msa_name": "Seattle-Tacoma-Bellevue, WA",
    "path": "/advisors/wa/seattle"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-02-28",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-01-15",
  "carried_forward": false,
  "raum_total": 210000000.0,
  "raum_discretionary": 210000000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 210000000.0,
      "count": 15
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "WA"
  ],
  "websites": [
    "https://sandercapital.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112499",
  "city_as_filed": "SEATTLE",
  "url": "https://advisorcensus.com/firm/sander-capital-advisors-inc-seattle-wa-112499",
  "display_name": "Sander Capital Advisors, Inc.",
  "summary": "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.",
  "citation": "AdvisorCensus. Sander Capital Advisors, Inc. (CRD 112499): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Sander Capital Advisors, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sander Capital Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Sander Capital Advisors, Inc.'s brochure say about its fees?",
      "a": "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."
    },
    {
      "q": "Where is Sander Capital Advisors, Inc. located?",
      "a": "Sander Capital Advisors, Inc.'s principal office is in Seattle, WA, according to its Form ADV."
    },
    {
      "q": "Is Sander Capital Advisors, Inc. registered with the SEC or a state?",
      "a": "Sander Capital Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 112499."
    },
    {
      "q": "How much does Sander Capital Advisors, Inc. manage?",
      "a": "Sander Capital Advisors, Inc. reports $210,000,000 in regulatory assets under management in its Form ADV filing dated January 15, 2026 (100% discretionary)."
    },
    {
      "q": "How have Sander Capital Advisors, Inc.'s assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Sander Capital Advisors, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (15)."
    },
    {
      "q": "Which custodians does Sander Capital Advisors, Inc. use?",
      "a": "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."
    },
    {
      "q": "Does Sander Capital Advisors, Inc. report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Sander Capital Advisors, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 15, 2026 says: \"The minimum account size is $200,000.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 209000000.0,
      "total_employees": 2,
      "filing_date": "2021-01-15"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 250000000.0,
      "total_employees": 2,
      "filing_date": "2022-01-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 150000000.0,
      "total_employees": 2,
      "filing_date": "2023-01-17"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 195000000.0,
      "total_employees": 2,
      "filing_date": "2024-01-17"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 217000000.0,
      "total_employees": 2,
      "filing_date": "2025-01-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 210000000.0,
      "total_employees": 2,
      "filing_date": "2026-01-15"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 15, 2026",
    "tiers": [
      {
        "band": "Up to $2,000,000",
        "rate": "1.5%"
      },
      {
        "band": "$2,000,000 to $5,000,000",
        "rate": "1%"
      },
      {
        "band": "Above $5,000,000",
        "rate": "0.8%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$200,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "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"
        ],
        "quotes": [
          "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"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $200,000"
        ],
        "quotes": [
          "The minimum account size is $200,000."
        ]
      }
    ],
    "quotes": [
      "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",
      "The minimum account size is $200,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Morgan Stanley",
      "name_as_filed": "MORGAN STANLEY",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/sander-capital-advisors-inc-seattle-wa-112499.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 15,
      "fewer_than_5": false,
      "raum": 210000000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/112499",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}