# Sanford Lowengart

> Sanford Lowengart is a fee-only financial advisor at Capital Trust Advisors in Montgomery Street, California. Capital Trust Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/sanford-lowengart/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Capital Trust Advisors
- **Based in:** Montgomery Street, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $402.6M across 514 accounts
- **CRD:** 2170252 (https://adviserinfo.sec.gov/individual/summary/2170252)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (1992), Series 65 (1992)
- **Firm size:** 4 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://capitaltrustadvisors.com/

## Frequently asked questions

### Is Sanford Lowengart a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sanford holds no broker registration, and Capital Trust Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Sanford charge for financial advice?

Sanford's firm, Capital Trust Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Sanford Lowengart based?

Sanford Lowengart is based in Montgomery Street, California.

### Is Sanford Lowengart registered with the SEC?

Yes. Sanford Lowengart is registered as an investment adviser representative in CA and TX (CRD 2170252), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Capital Trust Advisors manage?

Capital Trust Advisors reports $402.6M across 514 accounts in assets under management.

### How do I contact Sanford Lowengart?

Through Sanford's website, capitaltrustadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2170252): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.