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Sorfis Investments
SORFIS INVESTMENTS, LLC is a state-registered investment adviser in CHARDON, OH. The firm manages $35 million in assets, $32 million on a discretionary basis.
Overview
SORFIS INVESTMENTS, LLC is a state-registered investment adviser in CHARDON, OH. The firm manages $35 million in assets, $32 million on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Chardon
Corporate office
Houston, TX, United States
Principals
Dan Wilks
Principal
Farris Wilks
Principal
Sector focus
Frequently asked questions
How does Sorfis source its real estate and land acquisitions?
Sorfis is known to self-perform acquisitions, purchasing large ranch and timber parcels through direct negotiation or limited-bid processes rather than relying on brokers or intermediary-led auctions. The office's cash-buyer reputation and willingness to close quickly give it an advantage with sellers seeking certainty of execution.
Does Sorfis participate in fund commitments or only direct deals?
The office overwhelmingly favors direct, control-oriented investments — land, mineral rights, and media platforms — and avoids traditional fund commitments. This self-directed approach eliminates management fees and gives the Wilks brothers permanent, unmediated ownership of every asset.
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