# SORFIS INVESTMENTS, LLC

SORFIS INVESTMENTS, LLC of CHARDON, OH is an SEC-registered investment adviser.

## Registration

- CRD: 300363
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300363/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300363/similar
- Related entities: https://search.stillhousedata.com/firm/300363/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300363

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.