Investment adviser · CRD 109732
SBSB FINANCIAL ADVISORS
Investment adviser filing (IA)
SULLIVAN, BRUYETTE, SPEROS & BLAYNEY, LLC
MCLEAN, VA, United States · Form ADV filed Mar 30, 2021
- Regulatory AUM
- $5.06B Form ADV · Item 5.F
- Client accounts
- 4,525 Accounts, not individual clients
- Employees
- 66 Reported in this filing
- Advisory professionals
- 31 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 876 | $4,505,176,992 | 89.0% |
| Charities | 8 | $368,640,533 | 7.3% |
| Individuals | 272 | $125,255,814 | 2.5% |
| Corporations & businesses | 4 | $42,867,041 | 0.8% |
| Retirement plans | 11 | $21,023,556 | 0.4% |
Filing source
Form ADV 1502143 · Mar 30, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
SBSB01Other Private Fund · Last reported Mar 21, 2016$0Gross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-7012174328
- Reported beneficial owners
- 10
- Minimum commitment
- $1
Form ADV 976046 · Mar 21, 2016 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SBSB02Other Private Fund · Last reported Mar 21, 2016$0Gross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-2251133463
- Reported beneficial owners
- 4
- Minimum commitment
- $1
Form ADV 976046 · Mar 21, 2016 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
SBSB03Other Private Fund · Last reported Mar 21, 2016$0Gross asset value
Provider details
- Annual audit
- No
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-4097978814
- Reported beneficial owners
- 10
- Minimum commitment
- $1
Form ADV 976046 · Mar 21, 2016 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 30, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed
Principal office
8444 WESTPARK DRIVE, SUITE 610MCLEAN, VA, 22102-5123, United States
CRD 109732
Filing source
Form ADV 1502143 · Mar 30, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.