SFO Capital, Inc.

Overview

SFO Capital, Inc. is a small, privately owned advisory corporation that provides portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and serves an individual and family client base rather than institutional sponsors. According to its regulatory snapshot, SFO Capital does not classify itself as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. Its owner type is listed as individual and the firm appears focused on traditional wealth-management relationships rather than broad institutional or fiduciary consulting mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives