AUMdb

Sahara Investment Group, Llc

SEC-registered Investment Adviser · Small ($100M–$1B) CRD 341135 · SEC file 801-136044 · Las Vegas, NV · www.instagram.com
☆ Save with Pro ADV data as of Aug 25, 2026
Regulatory AUM
$218M
Discretionary
$51.7M
Clients
3
Avg AUM / client
$72.7M
Accounts
3
Employees
15

AUM over time

$52.6M $218M
Mar 27, 2026 Aug 25, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Aug 25, 2026

Who they serve

Client typeClientsAUM% of AUM
Pooled investment vehicles (non-investment companies) 1 $51.7M 23.7%
Other 2 $166M 76.3%

People (1)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Spyro W Costopoulos Registered representative Jun 2026 (0y)

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 04/10/2026 1.44 MB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • • Percentage of assets under management
  • • Fixed fees
  • • Performance-based fees

Services

  • • Financial planning services
  • • Portfolio management for individuals/small businesses
  • • Portfolio management for pooled investment vehicles

Custody

Firm reports having custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 25, 2026.

View current Form ADV (SEC/IAPD) ↗