|
⚲
|
| SFC Financial LLC
✚
|
|
|---|---|
| CRD # | 129817 |
| SEC # | 801-107167 |
| CIK # | |
| AUM | $208.3 M (2026-03-25) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 314-842-2001 |
| Address | 3890 S Lindbergh Blvd Sunset Hills, MO 63127-1391 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 37 | 6.6 |
| (b) Individuals (high net worth individuals) | 40 | 201.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 251 | 208.3 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 251 | 208.3 |
| Total | 251 | 208.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 208.3 | |
| Total | 251 | 208.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Southcol Advisors LLC
✚
|
FL | 0.2 |
|
Clarity Wealth Development LLC
✚
|
OR | 0.2 |
|
Blum Financial LP
✚
|
TX | 0.2 |
|
O'Connell Investment and Insurance Services LLC
✚
|
OR | 0.2 |
|
Ponta Wealth Partners LLC
✚
|
FL | 0.2 |
|
UCAP Asset Management LLC
✚
|
FL | 0.2 |
|
Alere Planning LLC
✚
|
0.2 | |
|
Fulcrum Wealth Advisors LLC
✚
|
WA | 0.2 |
|
Deseranno Corporation
✚
|
MI | 0.2 |
|
Guardsman Private Capital Management Inc
✚
|
FL | 0.2 |