RIA Intel›Advisers›Texas›SFO CAPITAL, INC.

SFO CAPITAL, INC.

Advisory

TX

Data as of Mar 21, 2026 · Source: SEC Form ADV

Rank in TX
#2,087
of 2,813 advisers by AUM
Average account
$672K
across 34 accounts
AUM per adviser
$23M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 21, 2026.

Total AUM
$23M
Discretionary %
100%
Clients
14
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$23M
Discretionary AUM$23M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients14
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InTX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

SIMONET FINANCIAL GROUP, LLC
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$23M
MIKEL WEALTH MANAGEMENT, LLC
$23M
STABLEFORD CAPITAL PARTNERS LLC
$23M
FONDREN OAKS CAPITAL MANAGEMENT, LLC
DALLAS, TX
$23M
FSW ADVISORY SERVICES INC.
DALLAS, TX
$23M
+0.6% 1Y
MILLER PREMIER INVESTMENT PLANNING LLC
$23M

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