S&A Financial Services

S&A Financial Services is an SEC-registered investment adviser in Lakeway, TX, registered since 2021. The firm manages $590 million in regulatory assets.

S&A Financial Services

S&A Financial Services is an SEC-registered investment adviser in Lakeway, TX, registered since 2021. The firm manages $590 million in regulatory assets. It has 45 employees and 16 investment advisers.

Website

safinancial.com

General information

Firm type

Multi Family Office

Location

Region

North America

Country

United States

City

Lakeway

Corporate office

Washington, DC, United States

Additional offices

New York · Menlo Park · San Francisco · Arlington · Dallas · Denver · Calabasas · West Hollywood · Overland Park

What is S&A Financial Services?

S&A Financial Services is a multi family office headquartered in Lakeway, United States.

Where is S&A Financial Services headquartered?

S&A Financial Services is headquartered in Lakeway, United States, in the North America region.

What does Altss track for S&A Financial Services?

Altss maintains an OSINT-verified profile of S&A Financial Services covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.

What is S&A Financial Services's website?

S&A Financial Services's public website is safinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is S&A Financial Services?

S&A Financial Services is classified by Altss as a Multi Family Office, operating from United States within the North America region.

How does Altss source intelligence on S&A Financial Services?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was S&A Financial Services's Altss profile last updated?

S&A Financial Services's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.