SF Value Capital, LLC

RIAState Registered
Total AUM
$17M
Discretionary
$17M
100% of AUM
Avg account
$548K
Accounts
31
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
298320
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

SF Value Capital, LLC is a small independent registered investment adviser organized as a limited liability company that focuses on discretionary portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and does not describe itself as an ESG investor or a multi-state adviser. Its client base is individual and family investors rather than institutional or pension clients. Services center on managing separate accounts with an equity emphasis. The firm is owner-operated and gauged as an individual-owned RIA rather than a multi-adviser organization or capital allocator to external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 98%, Derivatives 2%98%
  • Exchange Traded Equities98%
  • Derivatives2%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth