# SAS Financial Advisors, LLC.

> SAS Financial Advisors, LLC. is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 2, 2026.

- CRD: 288015
- Filed as: SAS FINANCIAL ADVISORS, LLC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288015
- AdvisorCensus page: https://advisorcensus.com/firm/sas-financial-advisors-llc-san-francisco-ca-288015

## Quick answers

**How is SAS Financial Advisors, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), SAS Financial Advisors, LLC. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does SAS Financial Advisors, LLC. charge?**
Its Form ADV Part 2A brochure dated March 20, 2026 states: Flat fee: $800 to $5,000 (Financial Planning); Hourly rate: $75 to $350 an hour (Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is SAS Financial Advisors, LLC. located?**
SAS Financial Advisors, LLC.'s principal office is in San Francisco, CA, according to its Form ADV.

**Is SAS Financial Advisors, LLC. registered with the SEC or a state?**
SAS Financial Advisors, LLC. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 288015.

**How much does SAS Financial Advisors, LLC. manage?**
SAS Financial Advisors, LLC. reports $166,998,844 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (100% discretionary).

**How have SAS Financial Advisors, LLC.'s assets and staff changed since 2022?**
In the Form ADV data for SAS Financial Advisors, LLC.: Regulatory assets under management: $110,000,000 in the October 2022 data and $166,998,844 in the October 2026 data, up 52%. Total employees: 4 in October 2022 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does SAS Financial Advisors, LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (111); high net worth individuals (49); charitable organizations (1).

**Which custodians does SAS Financial Advisors, LLC. use?**
SAS Financial Advisors, LLC.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does SAS Financial Advisors, LLC. 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/288015

**Does SAS Financial Advisors, LLC. state an account minimum?**
Its Form ADV Part 2A brochure dated March 20, 2026 says: "There is NO account minimum size."

**What changed in SAS Financial Advisors, LLC.'s recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in NY.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Account minimum: None

> There is NO account minimum size.

- Flat fee: $800 to $5,000 (Financial Planning)

> Fixed fees typically range from $800 to $5,000 depending on the nature and complexity of each client's circumstances and upon mutual agreement with the client.

- Hourly rate: $75 to $350 an hour (Financial Planning)

> Our hourly fees range from $75 to $350 per hour, depending on the nature and complexity of each client's circumstances and upon mutual agreement with the client.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $166,998,844
- Discretionary: $166,998,844
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 111 | $35,799,594 |
| High net worth individuals | 49 | $131,096,783 |
| Charitable organizations | 1 | $0 |
| Corporations or other businesses not listed above | 1 | $102,467 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [sasadvisors.com](https://sasadvisors.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $110,000,000 | 4 | March 30, 2022 |
| October 2023 | $110,100,000 | 6 | June 6, 2023 |
| October 2024 | $133,686,298 | 6 | September 3, 2024 |
| October 2025 | $150,344,620 | 7 | March 18, 2025 |
| October 2026 | $166,998,844 | 8 | September 2, 2026 |

Regulatory assets under management: $110,000,000 in the October 2022 data and $166,998,844 in the October 2026 data, up 52%.
Total employees: 4 in October 2022 and 8 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in NY.

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $150,344,620 to $166,998,844 (+11%).

### December 2025
- Employees performing advisory functions went from 5 to 4.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. SAS Financial Advisors, LLC. (CRD 288015): Form ADV filing data as of October 2026.