Broker Check

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.

Independent Research

We are able to provide objective 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 SIPC provides account protection that reflects a strong commitment to servicing your investment needs.

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

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 professional 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 Resources

Pursues prudent balance between risk and return

Seeks superior long term performance

Invests side by side with our clients

"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 Gebhard
President, Principal Partner

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