SUNSET HILLS, MOCRD 129817Latest ADV March 25, 2026
Sfc Financial LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sunset Hills, MO. Its latest Form ADV filing, dated March 25, 2026, reports $208M in regulatory assets under management, 4 employees, and 251 accounts.
Assets Under Management
$208M
Employees
4
Offices
--
Total Clients
78
Primary office
SUNSET HILLS, MO
3890 S. LINDBERGH BLVD, SUITE 200, SUNSET HILLS, MO, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 51.3% of total clients.
Top client categories% of clientsClients
1
HNWI
51.3%
40
2
Individuals
47.4%
37
3
Charitable
1.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$208Mas of March 25, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$208M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$208M
Total Accounts251
10Y AUM Change+$104M (+100.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee20:1
10Y Employee Change+2 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.