Saturn FIVE Advisors LLC
SEC RegisteredBuying and operating some of the best small businesses in America.
About the firm
Founded in 2017, Saturn Five is building a diversified family of small businesses known for their excellence and commitment to the long-term flourishing of their employees and communities. Saturn Five buys and operates main street companies, offering small business owners an exit that safeguards their legacy and offering investors access to a differentiated asset class of cash-flow generating small businesses.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Buying and operating small businesses with a long-term-hold mentality, providing investors a diversified family of cash-generating small businesses, and offering small business owners a legacy-preserving exit. Saturn Five invests in the Mountain West and throughout the United States, targeting companies that are leaders in their market with strong track records of profitable operations.
Who they serve
Small business owners seeking an exit that safeguards their legacy, and investors seeking access to cash-flow generating small businesses.
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 21 | $556M |
Leadership
Office locations
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Saturn FIVE Advisors LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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