S&F INVESTMENT ADVISORS

Overview

S&F Investment Advisors is a small, owner-operated advisory practice organized as a sole proprietorship. The firm identifies its client base as both individual/family and institutional relationships, but its advisory focus is portfolio management for individuals and small businesses. The business also lists accounting among its activities, suggesting overlap between financial/accounting services and investment management. Fee arrangements are flexible and include percentage-of-AUM, fixed fees, and performance-based structures. The firm is SEC-registered (listed as 2026) and does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives