Data / Investment advisers / Utah / SG Trading Solutions, LLC
SG Trading Solutions, LLC, Bountiful, UT: $912 million AUM, SEC registered investment adviser
SG Trading Solutions, LLC is an SEC registered investment adviser with its main office in Bountiful, Utah and reports $912 million in regulatory assets under management in its Form ADV filed May 15, 2026. Its clients include investment companies. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 322928
- SEC file number
- 801-126459
- SEC status
- Approved, effective August 30, 2022
- Main office
- 620 S Main Street, Bountiful, UT 84010
- Phone
- (801) 683-2856
- Regulatory AUM
- $911,716,174 in the Form ADV filed May 15, 2026
- Discretionary AUM
- $911,716,174
- Accounts
- 6
- Employees
- 5, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 6 | $911.7 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $911.7 million | March 27, 2026 |
| December 1, 2025 | $535.2 million | March 28, 2025 |
Other advisers in Utah
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Truenorth Wealth | Salt Lake City | $1.27 billion | Not listed | adviserinfo.sec.gov |
| Andina Advisors | Logan | $1.26 billion | Not listed | adviserinfo.sec.gov |
| Three Seasons Wealth | Salt Lake City | $1.23 billion | Not listed | adviserinfo.sec.gov |
| Tanara Wealth Management LLC | Lehi | $1.09 billion | Not listed | adviserinfo.sec.gov |
| Sandlot Partners, LLC | Orem | $934.5 million | 49 | adviserinfo.sec.gov |
| Taylor Derrick Capital, L.L.C. | Salt Lake City | $910.7 million | 10 | adviserinfo.sec.gov |
| Strategic Planning Group | Bountiful | $910.3 million | Not listed | adviserinfo.sec.gov |
| Go Invest LLC | West Jordan | $889 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Utah
- Advisers with $500 million to $1 billion in AUM
- Advisers serving investment companies
- SG Trading Solutions, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.