Aft, Forsyth & Sober, LLC

RIASEC RegisteredEst. 2012

Total AUM

$368M

Discretionary

$39.6M

11% of AUM

Avg account

$14.2M

Accounts

26

Employees

2

Advisory reps

3

Firm details

Headquarters: Valrico, Florida
CRD number: 162858
Registered since: July 31, 2012
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI58.9%
Charitable Organizations39.45%
Corporations / Businesses1.65%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Aft, Forsyth & Sober, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2012. The firm is owner-operated and serves individual and family clients, charging advisory fees as a percentage of assets under management. Its stated advisory activity is portfolio management for individuals and small businesses. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Non-Exchange Traded Equities57%
Public Funds/Mutual Funds39%
Cash & Cash Equivalents4%

Contacts

3 of 3

Larry Aft
PresidentCRD 1747537
Janet Sober
OwnerCRD 6056620
Charles Sober
PresidentCRD 2386723

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 22

Active vs passive

$192M in ETFs

Passive

100%

$192M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
INVESCO QQQ TRUST SERIES 1 (QQQ)	Invesco	Passive	Large Growth	$38.7M	67,125	20.20%

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Primary office

Valrico, FL

Hillsborough

Location

Valrico, FL

Headquartered in Valrico, FL, in the South of the United States.

Region: South
County: Hillsborough
Address: 4355 Lynx Paw Trl
Time zone: ET (UTC-5)
Office locations

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