Sfc Financial LLC
Sfc Financial LLC is an SEC-registered ria in Sunset Hills, MO with $208.3M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Sfc Financial LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 129817, SEC 801-107167, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $208.3M (2026-03-25)
- Firm type
- Ria
- Location
- Sunset Hills, MO
- Employees
- 4
- Clients
- 78
- CRD
- 129817
- Ownership
- BURWITZ, RICHARD, ANDREW; BURWITZ, RICHARD, A; COPLEN, KENNETH, ALLEN; SWINK, EARL, WADE; SCHUEPPERT, STEVE, FRANCIS
How much AUM does Sfc Financial LLC have?
Sfc Financial LLC reported $208.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Sfc Financial LLC?
Disclosed owners and executives of Sfc Financial LLC include BURWITZ, RICHARD, ANDREW, BURWITZ, RICHARD, A, COPLEN, KENNETH, ALLEN, SWINK, EARL, WADE, SCHUEPPERT, STEVE, FRANCIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.