RIA Intel›Advisers›Ohio›SORFIS INVESTMENTS, LLC

SORFIS INVESTMENTS, LLC

Advisory

CHARDON, OH

Data as of Jan 20, 2026 · Source: SEC Form ADV

Average account

$371K

across 95 accounts

AUM per adviser

$18M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM

$35M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$35M

Discretionary AUM$32M

Non-Discretionary AUM$3M

Discretionary %90.5%

Total Clients42

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, OH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

42 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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