S&F Investment Advisors

Overview

S&F Investment Advisors operates as a sole proprietorship focused on portfolio management for individuals and small businesses, with services extending to both individual & family and institutional clients. The firm combines multiple fee arrangements — percentage of AUM, fixed fees, and performance-based fees — which suggests flexibility in billing across client types and mandates. Business activities list accounting alongside advisory services, indicating the principal(s) likely provide integrated financial oversight and investment advice rather than operating as a capital allocator or multi-state advisory platform. Regulatory and organizational details classify the firm as unclassified and owned by an individual. The firm reports using external third-party managers for certain alternative exposures rather than sourcing or managing private investments in-house. ESG investing is not listed as an active focus.

Assets & Accounts

Public Holdings

Investments & Alternatives