SORFIS INVESTMENTS, LLC

SORFIS INVESTMENTS, LLC of CHARDON, OH is an SEC-registered investment adviser (CRD 300363). Regulatory assets under management: $35.2M.

Registration

• CRD: 300363
• Type: Registered investment adviser
• Location: 155 MAIN ST, CHARDON, OH, 44024
• Phone: (440) 696-0130
• Latest filing: 2026-01-20
• Regulatory AUM: $35.2M
• Discretionary AUM: $31.9M
• Non-discretionary AUM: $3.3M
• Clients: 3
• Accounts: 95

Business model

Compensation: % of AUM.

Clients served: 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 300363 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search