SFM FINANCIAL ADVISORS LLC

SFM FINANCIAL ADVISORS LLC of VANCOUVER, WA is an SEC-registered investment adviser (CRD 286042). Regulatory assets under management: $11.0M.

Registration

• CRD: 286042
• Type: Registered investment adviser
• Location: 10000 NE 7TH AVE, VANCOUVER, WA, 98685
• Phone: 360-573-0641
• Latest filing: 2026-03-30
• Regulatory AUM: $11.0M
• Non-discretionary AUM: $11.0M
• Clients: 1
• Accounts: 62

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286042 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search