# Sorfis Investments

Sorfis Investments is a RIA based in Chardon, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Chardon, United States
- **Region:** North America
- **Address:** Houston, TX, United States
- **Assets under management:** $1B – $5B (Altss estimate)
- **LinkedIn:** https://www.linkedin.com/company/joe-koster-ab5a922

## Regulatory record

- **CRD number:** 300363
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300363

## About

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.

## Sectors

- Energy
- Real Estate
- Media & Entertainment
- Land & Timber

## People

- Dan Wilks — Principal
- Farris Wilks — Principal

## 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.

## Related profiles

- [Sonrisa Investment Management](https://altss.com/profile/sonrisa-investment-management-llc)
- [South Africa Alpha Capital Management](https://altss.com/profile/south-africa-alpha-capital-management-ltd)

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Last updated: 2026-07-06T01:24:25.765Z

Canonical page: https://altss.com/profile/sorfis-investments-llc

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