Sfc Financial LLC
● SEC registered since 2016CRD 129817SEC# 801-107167Sunset Hills, MO
Reg. AUM
$208.3M
Employees
4
Accounts
251
Location
Sunset Hills, MO
Sfc Financial LLC assets under management
Sfc Financial LLC is an investment advisory firm registered with the SEC based in Sunset Hills, MO. The firm has been registered since 2016. It reports $208.3 million in regulatory assets under management and employs 4 people.
Sfc Financial LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jacob Victor Potter Control | Member | 25-50% | 2017 |
| Kenneth Allen Coplen Control | Member, Manager & Chief Compliance Officer | 50-75% | 2003 |
| Kimberly Diane Russo | Member | 10-25% | 2019 |
Frequently asked questions
How much does Sfc Financial LLC manage?
Sfc Financial LLC reports $208.3 million in regulatory assets under management on its Form ADV.
How many employees does Sfc Financial LLC have?
Sfc Financial LLC reports 4 employees.
Where is Sfc Financial LLC located?
Sfc Financial LLC is based in Sunset Hills, MO and has been SEC-registered since 2016.
Does Sfc Financial LLC disclose fund performance?
Sfc Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3890 S. Lindbergh Blvd, Suite 200, Sunset Hills, MO 63127-1391 |
| Phone | 314-842-2001 |
| Fax | 314-842-3303 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$208.3M▲ 15%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$208.3Mregulatory AUM
Discretionary $0Non-discretionary $208.3M