SFC Financial LLC

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Assets, Funds, Holdings

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SFC Financial LLC
CRD #129817
SEC #801-107167
CIK #
AUM $180.9 M (2025-02-28)
Employees 4 (50% Investors, 0% Brokers)
Phone314-842-2001
Address3890 S Lindbergh Blvd
Sunset Hills, MO 63127-1391
Source [IAPD] [Website]
Total AUM ($M)
2502001501005002008201420202026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 40 12.8
(b) Individuals (high net worth individuals) 27 167.8
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 1 0.3
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 243 180.9
By Discretionary
Discretionary 0 0.0
Non-Discretionary 243 180.9
Total 243 180.9
By Non-United States Persons
Non-United States Persons 0.5
United States Persons 180.4
Total 243 180.9
Comparable Firms State AUM ($B)
Advisory Investor Services LLC
FL 0.2
Financial Management Inc
AR 0.2
ACME Jack Investments LLC
0.2
Arista Advisory Group LLC
NY 0.2
The Eideard Group LLC
NH 0.2
Cobblestone Asset Management LLC
VA 0.2
Beers Kight Financial Advisors LLC
SC 0.2
Hensler & Associates Wealth Management LLC
MI 0.2
Harbour Financial Resources Ltd
IL 0.2
IBN Financial Services Inc
NY 0.2
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