Sanford Lowengart
Capital Trust Advisors · Montgomery Street, California
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.
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Facts
| Firm | Capital Trust Advisors |
|---|---|
| Based in | Montgomery Street, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $402.6M across 514 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 2170252 |
| Exams passed | Series 63 (1992) · Series 65 (1992) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | capitaltrustadvisors.com |
| Profile |
How Sanford's firm compares
- Capital Trust Advisors's average account is about $783,000, from its Form ADV (assets managed divided by 514 accounts).
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Questions about Sanford
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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