# 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.

- CRD: 112499
- Filed as: SANDER CAPITAL ADVISORS, INC.
- Also doing business as: SANDER CAPITAL ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Seattle, WA
- Filing period: October 2026
- Form ADV filing dated: January 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/112499
- AdvisorCensus page: https://advisorcensus.com/firm/sander-capital-advisors-inc-seattle-wa-112499

## Quick answers

**How 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.

**How much does Sander Capital Advisors, Inc. charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated January 15, 2026)

- 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

> 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 minimum account size is $200,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Morgan Stanley

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.

### Regulatory assets under management (Item 5.F)
- Total: $210,000,000
- Discretionary: $210,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 15 | $210,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sandercapital.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $209,000,000 | 2 | January 15, 2021 |
| October 2022 | $250,000,000 | 2 | January 18, 2022 |
| October 2023 | $150,000,000 | 2 | January 17, 2023 |
| October 2024 | $195,000,000 | 2 | January 17, 2024 |
| October 2025 | $217,000,000 | 2 | January 10, 2025 |
| October 2026 | $210,000,000 | 2 | January 15, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sander Capital Advisors, Inc. (CRD 112499): Form ADV filing data as of October 2026.