SFC FINANCIAL LLC

Overview

SFC Financial LLC is an independent registered investment adviser that entered SEC registration in 2016 and is owned by an individual. The firm serves both individual and family clients as well as institutional relationships, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible and include a percentage-of-assets model alongside hourly and fixed-fee engagement options. Investment execution at SFC Financial LLC is advisory rather than as a capital allocator: the firm places clients into third‑party managers and investment products rather than operating its own pooled vehicles. The filing shows a clear tilt toward public funds and mutual funds as the primary building blocks of client portfolios, with supplemental allocations to corporate debt and annuities for income and liability-matching objectives. SFC Financial LLC is not designated as an active ESG investor on its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices