SFM Financial Advisors

SFM Financial Advisors is a registered multi-family office with undisclosed AUM, principals, and strategy.

SFM Financial Advisors

SFM Financial Advisors LLC is an SEC-registered investment adviser in Vancouver, WA. The firm manages approximately $11 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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Who runs investment decisions at SFM Financial Advisors?

SFM Financial Advisors has not identified its managing principals or investment committee members in public filings or marketing. The firm's leadership team is not listed on its website or SEC registrations, making the name of the investment decision maker unknown.

Is SFM Financial Advisors structured as a single family office or multi-family office?

SFM is registered as a non-discretionary investment adviser with the SEC, a status that accommodates both single and multi-family office structures. However, the firm does not publicly confirm which model it follows. The lack of a disclosed founding family or principal suggests a multi-family office function.

What investment stages does SFM Financial Advisors typically target?

SFM's investment stage preferences are not stated in any public documentation. The firm does not disclose whether it targets venture, growth, or buyout opportunities, or focuses on public market securities. The strategy is not observable.

Does SFM Financial Advisors maintain philanthropic structures?

There is no public record of SFM Financial Advisors operating a related philanthropic foundation. The firm does not disclose charitable entities in SEC filings or other official communications.

What sectors does SFM Financial Advisors explicitly avoid?

SFM has not published a list of excluded sectors. The firm's investment policy and any negative screens remain confidential, with no sector restrictions documented in available sources.

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