{
  "crd_number": 312061,
  "slug": "sustainable-advisors-alliance-llc-tulsa-ok-312061",
  "primary_business_name": "SUSTAINABLE ADVISORS ALLIANCE LLC",
  "legal_name": "SUSTAINABLE ADVISORS ALLIANCE LLC",
  "dbas": [
    "BRIGHT WAY FINANCES LLC",
    "JAN BRYAN CFP",
    "PRINCIPLED INVESTING, LLC",
    "SEVEN GENERATIONS INVESTING, LLC",
    "SUSTAINABLE WEALTH ADVISORS LLC"
  ],
  "city": "Tulsa",
  "state": "OK",
  "country": "United States",
  "cbsa_code": "46140",
  "metro": {
    "cbsa_code": "46140",
    "common_name": "Tulsa",
    "msa_name": "Tulsa, OK",
    "path": "/advisors/ok/tulsa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-01-04",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-04-16",
  "carried_forward": false,
  "raum_total": 234841969.0,
  "raum_discretionary": 223343708.0,
  "raum_non_discretionary": 11498261.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 8,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 4109966.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 82965125.0,
      "count": 465
    },
    "pension_profit_sharing": {
      "raum": 1505984.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 146260894.0,
      "count": 94
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "IL",
    "LA",
    "MA",
    "MD",
    "MI",
    "MN",
    "NC",
    "NH",
    "NY",
    "OK",
    "OR",
    "PA",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://facebook.com/SustainUsAll",
    "https://facebook.com/Sustainable-Wealth-Advisors-101511791208109",
    "https://instagram.com/sustainable.wealth.advisors",
    "https://principledinvestingllc.com",
    "https://principledinvestingllc.com/index.html",
    "https://sustainableadvisorsalliance.com",
    "https://sustainablewealthadvisors.com",
    "https://twitter.com/skyeadvisor"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312061",
  "city_as_filed": "TULSA",
  "url": "https://advisorcensus.com/firm/sustainable-advisors-alliance-llc-tulsa-ok-312061",
  "display_name": "Sustainable Advisors Alliance LLC",
  "summary": "Sustainable Advisors Alliance LLC is an SEC-registered investment advisory firm in Tulsa, OK, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 16, 2026.",
  "citation": "AdvisorCensus. Sustainable Advisors Alliance LLC (CRD 312061): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Sustainable Advisors Alliance LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sustainable Advisors Alliance LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "How much does Sustainable Advisors Alliance LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated February 23, 2026 states: Hourly rate: $125 to $500 an hour (financial planning engagements); Flat fee: $500 to $7,500 (financial planning engagements); Subscription: $7,500 a year (Ongoing planning engagements paid through a retainer arrangement). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Sustainable Advisors Alliance LLC located?",
      "a": "Sustainable Advisors Alliance LLC's principal office is in Tulsa, OK, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Sustainable Advisors Alliance LLC registered with the SEC or a state?",
      "a": "Sustainable Advisors Alliance LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312061."
    },
    {
      "q": "How much does Sustainable Advisors Alliance LLC manage?",
      "a": "Sustainable Advisors Alliance LLC reports $234,841,969 in regulatory assets under management in its Form ADV filing dated April 16, 2026 (95% discretionary)."
    },
    {
      "q": "How have Sustainable Advisors Alliance LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Sustainable Advisors Alliance LLC: Regulatory assets under management: $134,487,588 in the October 2021 data and $234,841,969 in the October 2026 data, up 75%. Total employees: 5 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Sustainable Advisors Alliance LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (465); high net worth individuals (94)."
    },
    {
      "q": "Which custodians does Sustainable Advisors Alliance LLC use?",
      "a": "Sustainable Advisors Alliance LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Apex Clearing Corporation, Assetmark Brokerage, LLC, Charles Schwab & Co., Inc. and Goldman Sachs Custody Solutions as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Sustainable Advisors Alliance LLC 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/312061"
    },
    {
      "q": "What changed in Sustainable Advisors Alliance LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: No longer lists the business name Sustainable Wealth Advisors. No longer lists the business name Laura Isanuk CFP. Added the business name Sustainable Wealth Advisors LLC. Added the business name Bright Way Finances LLC. Employees performing advisory functions went from 7 to 8. Regulatory assets under management went from $206,973,202 to $234,841,969 (+13%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 134487588.0,
      "total_employees": 5,
      "filing_date": "2021-05-05"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 178475095.0,
      "total_employees": 5,
      "filing_date": "2022-09-12"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 168438791.0,
      "total_employees": 5,
      "filing_date": "2023-07-19"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 187226580.0,
      "total_employees": 9,
      "filing_date": "2024-06-05"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 206973202.0,
      "total_employees": 8,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 234841969.0,
      "total_employees": 8,
      "filing_date": "2026-04-16"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "No longer lists the business name Sustainable Wealth Advisors.",
        "No longer lists the business name Laura Isanuk CFP.",
        "Added the business name Sustainable Wealth Advisors LLC.",
        "Added the business name Bright Way Finances LLC.",
        "Employees performing advisory functions went from 7 to 8.",
        "Regulatory assets under management went from $206,973,202 to $234,841,969 (+13%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in IL."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 23, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $125 to $500 an hour (financial planning engagements)",
      "Flat fee: $500 to $7,500 (financial planning engagements)",
      "Subscription: $7,500 a year (Ongoing planning engagements paid through a retainer arrangement)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $125 to $500 an hour (financial planning engagements)"
        ],
        "quotes": [
          "Hourly financial planning engagements are offered at an hourly rate between $125 and $500 per hour depending on complexity."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $7,500 (financial planning engagements)"
        ],
        "quotes": [
          "Flat fee financial planning engagements are offered at a range between $500 and $7,500 depending on complexity."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $7,500 a year (Ongoing planning engagements paid through a retainer arrangement)"
        ],
        "quotes": [
          "Ongoing planning engagements paid through a retainer arrangement can be paid monthly, quarterly, semi-annually, or annually. The maximum annual fee for the Client is $7,500."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 125.0,
          "max": 500.0,
          "period": "hour",
          "service": "financial planning engagements"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 7500.0,
          "period": "one_time",
          "service": "financial planning engagements"
        },
        {
          "kind": "subscription",
          "amount": 7500.0,
          "min": null,
          "max": null,
          "period": "annual",
          "service": "Ongoing planning engagements paid through a retainer arrangement"
        }
      ]
    },
    "quotes": [
      "Hourly financial planning engagements are offered at an hourly rate between $125 and $500 per hour depending on complexity.",
      "Flat fee financial planning engagements are offered at a range between $500 and $7,500 depending on complexity.",
      "Ongoing planning engagements paid through a retainer arrangement can be paid monthly, quarterly, semi-annually, or annually. The maximum annual fee for the Client is $7,500."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Apex Clearing Corporation",
      "name_as_filed": "APEX CLEARING CORPORATION",
      "affiliated": false
    },
    {
      "name": "Assetmark Brokerage, LLC",
      "name_as_filed": "ASSETMARK BROKERAGE, LLC",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Goldman Sachs Custody Solutions",
      "name_as_filed": "GOLDMAN SACHS CUSTODY SOLUTIONS",
      "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/sustainable-advisors-alliance-llc-tulsa-ok-312061.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 465,
      "fewer_than_5": false,
      "raum": 82965125.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 94,
      "fewer_than_5": false,
      "raum": 146260894.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 1505984.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 4109966.0
    }
  ],
  "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/312061",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}