Who We Are

We are independent, yet part of a team. Our leaders bring out the best in each other, valuing and respecting the uniqueness and varied perspectives of one another.

Our History

In 2005, Russell (Rusty) Gebhard founded Sovereign Wealth Advisors upon an independent business model that allowed the company’s sole focus to be two-fold: provide clients with personalized service and support independent advisors with the tools needed to be successful. Established as a platform for clients and brokers alike, Sovereign Wealth Advisors serves as a place where they can thrive—where independence, leadership, and excellence are of utmost importance.

Sovereign Wealth Advisors serves clients nationwide and throughout southeast Texas. Many of the area’s top wealth consultants have joined Rusty to form a team whose senior management has over 300 combined years of experience. Since its origin, Sovereign Wealth Advisors has established itself as one of the fastest growing firms in Texas.

Our Core Values

Client Needs Always Come First

Our sole focus is devoted to building a lasting relationship and understanding your financial objectives.

Extensive Dedication and Experience

Sovereign advisors have the ability to concentrate their efforts on the strongest aspects of financial services that can be of the greatest help to you.

Unbiased Research

We are able to provide unbiased investment recommendations that integrate a broad scope of investment products of which we have direct access to.

Investment Strategies for All of Your Needs

The advisors at Sovereign have direct access to superior tools and technology that can address a variety of financial needs and situations.

Account Protection

LPL Financial’s membership with the SIPC provides extensive account protection that reflects a strong commitment to servicing your investment needs.

One-on-One Relationship Supported by the Industry’s Best

Sovereign advisors are further supported by over 2,700 employees in LPL Financial’s headquarters, assisting with everything from client service to continuing education on the latest products.

Our Philosophy

Sovereign Wealth Advisors was established with one goal: To provide clients with access to independent advice, products and services. Through our relationship with LPL Financial, we bring the best of both worlds to our clients. We offer an unparalleled service model that results in unbiased guidance and advice. “Your Goals, Our Solutions” is not just a marketing slogan—it is our philosophy.

Our Independence

Creates consistency of culture
Enables long-term perspective
Fosters organizational stability

Our Singular Focus

Aligns our interest with our clients
Shapes organizational structure
Fuels our quest for excellence

Our Research Approach

Deploys resources seeking enhanced performance
Develops compelling insights
Yields actionable opportunities

Our Portfolio Management

Pursues prudent balance between risk and return
Seeks superior long term performance
Invests side by side with our clients

LPL Financial

Sovereign Wealth Advisors is proud to have a relationship with LPL Financial, the largest independent broker/dealer in the nation*. A chief objective of LPL Financial is to reduce the complexity of running a financial services practice so advisors can focus on what they do best – helping their clients attain their financial goals and fulfill their dreams.

The one and only focus of LPL Financial is providing Sovereign advisors with the tools, training, and support they need to offer professional advice to their clients. Through our affiliation with LPL Financial, clients of Sovereign Wealth Advisors receive the resources of a Wall Street firm with the personal attention found at a boutique firm.

*As reported in Financial Planning magazine 1996 – 2012 based on total revenues.

Your Advisor Is A Seasoned, Autonomous Professional.

Sovereign advisors must have the experience and dedication necessary to build a successful and self-directed practice. This autonomy allows them to concentrate their efforts on the aspects of financial services where they are strongest and can be of the greatest help to you, the client.

Sovereign Advisors Utilize Unbiased Investment Research.

Because Sovereign doesn’t offer proprietary products and doesn’t engage in investment banking activities, they are able to provide unbiased investment recommendations that integrate a broad scope of investment products, including stocks, bonds, annuities, and mutual funds.

We Provide Investment Strategies For All Of Your Needs.

Few independent brokerage firms can match the depth and breadth of technology Sovereign has created for our financial advisors—technology that can address a variety of financial needs and situations.

Our talents are many, our ideas are unique, our backgrounds are varied, and our experience is expansive. We strive to bring the best ideas to the table and we accomplish more for our clients. We work smarter together.

Russell GebhardPresident, Principal Partner

Preserve and Protect Your Wealth

Whether your needs are big or small, we can match you with the perfect professional to pursue your goals.