Wealth Manager
    SEC Registered
    Manages Private Funds

    Sfm, LLC

    Registered investment advisor · Manchester, New Hampshire · CRD #116564

    Assets Under Management
    $403M
    Client Accounts
    806
    Employees
    6
    CRD Number
    116564
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Sfm, LLC

    SFM, LLC is a fee-only investment advisory firm based in Manchester, New Hampshire, offering financial planning, portfolio management, and fiduciary services since 1998. It has 2-10 employees and is registered with the SEC.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Sfm, LLC

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    Frequently Asked Questions

    What is Sfm, LLC's AUM?

    Sfm, LLC reports approximately $403M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Sfm, LLC headquartered?

    Sfm, LLC is headquartered in Manchester, New Hampshire.

    What is Sfm, LLC's CRD number?

    Sfm, LLC's CRD number is 116564. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Sfm, LLC manage?

    Sfm, LLC manages approximately 806 client accounts according to its latest SEC filing.

    Is Sfm, LLC SEC registered?

    Yes, Sfm, LLC is registered with the SEC as an investment adviser with an approved registration status.

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