Sustainable Advisors Alliance provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 101–250 clients last fiscal year.
Sustainable Advisors Alliance reports 559 clients. They include 465 individual clients and 94 high-net-worth individuals. Of its assets, 95.1% ($223M across 1,044 accounts) are managed with discretion; $11.5M across 36 accounts are not. It advised 28 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 83% | 35% |
| High-net-worth individuals | 17% | 62% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 465 | $83M | 35.3% | $178K |
| High-net-worth individuals | 94 | $146M | 62.3% | $1.56M |
| Pension and profit-sharing plans | Fewer than 5 | $1.51M | 0.6% | — |
| Charitable organizations | Fewer than 5 | $4.11M | 1.8% | — |
| Total | 559 | $235M | 100% | — |
- Clients
- 465
- Regulatory AUM
- $83M
- AUM share
- 35.3%
- Avg. per client
- $178K
- Clients
- 94
- Regulatory AUM
- $146M
- AUM share
- 62.3%
- Avg. per client
- $1.56M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.51M
- AUM share
- 0.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $4.11M
- AUM share
- 1.8%
- Avg. per client
- —
Total
- Clients
- 559
- Regulatory AUM
- $235M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 28
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Sustainable Advisors Alliance charges 0.65%–1.65% a year for its Portfolio Management Services. The fee is billed in advance or in arrears and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Annuity Management Services
- Annuity management is charged at a maximum annual fee of 1.50% of portfolio value.
- Employee Benefit Plan Services
- Plan services are compensated at no more than 1.00% of total plan assets, paid by the sponsor or deducted from plan assets.
- Financial Planning
- Hourly planning is $125 to $500 an hour, flat-fee planning is $500 to $7,500, and retainer planning is at most $7,500 a year; negotiable.
The leadership team of Sustainable Advisors Alliance includes Chief Compliance Officer Julie Skye. It has 8 employees.
Leadership
Julie SkyeMember and Chief Compliance Officer
Pamela BrandtMember- Janet BryanMember
Laura IsanukMember
Harold MoranMember- Krista StrohofferMember
Investment adviser representatives
9 representatives listed in the SEC register as of 9 October 2026.
Staff
- 8 employees
- 8 in advisory functions
- 8 state-registered reps
- 3 insurance agents
- Owns 10% to 25% of Sustainable Advisors Alliance LLC
Julie Skye
Control person · since November 2020
- Owns 10% to 25% of Sustainable Advisors Alliance LLC
Harold Moran
Control person · since April 2021
- Owns 10% to 25% of Sustainable Advisors Alliance LLC
Janet Bryan
Control person · since April 2021
- Owns 10% to 25% of Sustainable Advisors Alliance LLC
Krista Strohoffer
Control person · since January 2021
- Owns 10% to 25% of Sustainable Advisors Alliance LLC
Laura Isanuk
Control person · since April 2021
- Owns 10% to 25% of Sustainable Advisors Alliance LLC
Pamela Brandt
Control person · since April 2021
Sustainable Advisors Alliance’s regulatory assets grew 1.7× from $134M (May 2021) to $235M (April 2026); clients rose from 440 to 559 and employees from 5 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $235M | 559 | 8 | 7 |
| March 2025 | $207M | 546 | 8 | 7 |
| June 2024 | $187M | 539 | 9 | 7 |
| July 2023 | $168M | 466 | 5 | 7 |
| June 2022 | $178M | 499 | 5 | 7 |
| May 2021 | $134M | 440 | 5 | 6 |
Besides its headquarters, Sustainable Advisors Alliance has 6 offices (5 private residences, listed without an address), with 2 listed addresses in New York and Oklahoma.
New York · 1 listed address
- 112 Spring Street, Suite 302, Saratoga Springs
Oklahoma · 1 listed address
- 12 N Cheyenne Ave, Suite 406, TulsaHQ
Other business names
Sustainable Advisors Alliance has reported 5 other business names to the SEC.
- Bright Way Finances LLC
- Jan Bryan CFP
- Principled Investing, LLC
- Seven Generations Investing, LLC
- Sustainable Wealth Advisors LLC
Contact and registration details
- Legal name
- Sustainable Advisors Alliance LLC
- Headquarters
- 12 N Cheyenne Ave, Suite 406, Tulsa, OK 74103
- Website
- principledinvestingllc.com
- Phone
- 918-408-7981
- SEC file
- 801-120088
- Structure
- Oklahoma LLC
- Fiscal year end
- December
Sustainable Advisors Alliance uses Charles Schwab ($162M, 71%), Folio Investments ($32.3M, 14%) and Apex Clearing ($23.1M, 10%), among others, as custodians for its separately managed accounts. Sustainable Advisors Alliance does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $162M71%
- Folio InvestmentsFolio Investments, Inc. · McLean, VA · $32.3M14%
- Assetmark BrokerageAssetmark Brokerage, LLC · Concord, CA · $12.1M5%
- Apex ClearingApex Clearing Corporation · Dallas, TX · $23.1M10%
At year end, Sustainable Advisors Alliance’s separately managed accounts were largely in stocks (49%) and funds (38%).
What the accounts hold
- Stocks49%
- Exchange-traded equities48%
- Non-exchange-traded equities1%
- Funds38%
- Cash13%
How many clients does Sustainable Advisors Alliance have?
Sustainable Advisors Alliance has 559 clients and manages $235 million for them, as of April 2026. They include 465 individual clients and 94 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 April 2026
What services does Sustainable Advisors Alliance offer?
Sustainable Advisors Alliance provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Sustainable Advisors Alliance charge?
Sustainable Advisors Alliance charges 0.65%–1.65% a year for its Portfolio Management Services. The fee is billed in advance or in arrears and is negotiable.
Which custodians does Sustainable Advisors Alliance use?
Sustainable Advisors Alliance’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $162M, Folio Investments, Inc. (McLean, VA), with $32.3M, Apex Clearing Corporation (Dallas, TX), with $23.1M and Assetmark Brokerage, LLC (Concord, CA), with $12.1M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 April 2026
How many financial advisors does Sustainable Advisors Alliance have?
Sustainable Advisors Alliance has 8 investment adviser representatives registered with state securities authorities, out of 8 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Sustainable Advisors Alliance invest in?
At the end of its last fiscal year, Sustainable Advisors Alliance’s separately managed accounts held 48% exchange-traded equities, 38% registered funds (mutual funds, ETFs, BDCs), 13% cash and equivalents and 1% non-exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Sustainable Advisors Alliance?
Sustainable Advisors Alliance’s direct owners are Julie Skye, Harold Moran, Janet Bryan, Krista Strohoffer, Laura Isanuk and Pamela Brandt, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 16 April 2026
How does Sustainable Advisors Alliance get paid?
Sustainable Advisors Alliance is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Sustainable Advisors Alliance?
Sustainable Advisors Alliance’s main office is at 12 N Cheyenne Ave, Suite 406, Tulsa, OK 74103. Its phone number is 918-408-7981. Its website is principledinvestingllc.com.