Saos Capital, LLC

Saos Capital, LLC is a financial planner in Mt Pleasant, SC. The firm provides financial planning, investment management, and estate planning services to clients nationwide and in the Charleston, SC area. As an independent Registered Investment Advisory (RIA) firm, it offers fiduciary, fee-based services based on assets under management. The firm serves individuals and families, including professionals, small-business owners, and retirees, helping them preserve and grow capital through personalized strategies. It holds a 5.00 rating based on customer reviews. The team collaborates with clients to anticipate and manage life transitions such as marriage, divorce, and job loss. They evaluate opportunities and risks to determine the best asset allocation and investment mix. Services include minimizing tax burdens, identifying risk tolerance, and determining coverages for health, property, and money. The firm describes itself as the anti-robo-advisor, focusing on hands-on advice rather than automated solutions. The firm provides access to global markets, including currencies, commodities, and bonds. Team members bring diverse backgrounds to money management. One member holds a Bachelor of Science in business from The Citadel and an MBA from Charleston Southern University, where he served as a professor of economics. Another member earned a business administration degree from The Citadel and began his career with Prudential Carolina Real Estate before joining Saos Capital in 2006. He holds securities registrations 7, 63, and 66, and an AAMS designation. A third member attended North Carolina State University and joined the firm in 2021. The firm operates as an independent Registered Investment Advisor, striving to provide advice without influence from a parent company’s agenda or quotas. Its approach is guided by the meaning of its name: preserve, save, and defend. The firm takes a conservative approach, believing in patience to achieve financial goals. It tailors investment portfolios to each unique situation, ensuring clients are put first rather than focusing on commissions or sales. Saos Capital, LLC combines fiduciary responsibility with personalized service to help Mt Pleasant clients achieve their financial and personal goals.

BizScoreAI gives Saos Capital a Performance score of 92 out of 100, which measures website loading speed to keep visitors on the page and aid search engine ranking. The firm also holds an Authority score of 75 out of 100, showing who is behind the business as a trust signal for AI assistants and search engines.

Services:

• Money Management
• Personalized Wealth Strategies
• Tailored Financial Guidance