DANIEL ISLAND, SCCRD 309922Latest ADV March 31, 2026
Volofin Capital Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Daniel Island, SC. Its latest Form ADV filing, dated March 31, 2026, reports $1.0B in regulatory assets under management, 9 employees, 2 offices, and 2 accounts.
Assets Under Management
$1.0B
Employees
9
Offices
2 offices
Total Clients
<5
Primary office
DANIEL ISLAND, SC
900 ISLAND PARK DR, SUITE #150, DANIEL ISLAND, SC, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 50.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
50.0%
1
2
Insurance Cos.
50.0%
1
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 31, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$1.0B
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.
Total AUM$1.0B
Total Accounts2
10Y AUM Change+$942M (+1462.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee0:1
10Y Employee Change-6 (-40.0%)
* 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.