SFO Capital, Inc.

Overview

SFO Capital, Inc. is a small, fee-based advisory firm focused on portfolio management for individuals and small businesses. The firm operates as a corporation with individual ownership and uses a percentage-of-AUM fee model. Its client base is concentrated on individual and family clients rather than institutional mandates, and it does not position itself as an ESG- or multi-state specialist. Investment activity centers on public mutual funds as the primary vehicle for client exposure, supplemented by direct allocations to fixed income and alternative strategies. The advisory approach appears pragmatic and allocation-driven: core public fund holdings provide diversified market exposure while selected external alternatives and private placements are used to add yield and non-correlated return sources where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices