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SABAL INVESTMENT ADVISORS, LLC

IRVINE, CA · CRD 169572 · IAPD ↗ · sabalinvestmentholdings.com · 949-255-2699

$5.83BRegulatory AUM
10Advisory reps
16Employees
0Clients
n/aPlanning clients
7Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

51
April 2026 — SABAL INVESTMENT ADVISORS, LLC reported RAUM up 34% ($4.35B -> $5.83B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
April 2025 — SABAL INVESTMENT ADVISORS, LLC reported RAUM up 33% ($3.27B -> $4.35B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
51
April 2024 — SABAL INVESTMENT ADVISORS, LLC reported RAUM up 34% ($2.48B -> $3.33B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.