Sofi Capital Advisors LLC
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Overview
Sofi Capital Advisors LLC operates as a financial advisor company located in San Francisco, California. Sofi Capital Advisors LLC oversees $7.4 million in assets under management throughout one client account. The firm has a small team, including 0 financial advisor. Sofi Capital Advisors LLC is not a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial assets like options, bonds and stocks.
Sofi Capital Advisors LLC oversees all of the firm's client assets on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make buy and sell choices for the client's account without requiring the client's permission. The company administers about $7.4 million in assets for each customer account.
Sofi Capital Advisors LLC's headquarters is located at 234 1St Street, San Francisco, California 94105. The company is allowed to serve clients in the state of California.
Assets Under Management
Disclosures
Office Location
Sofi Capital Advisors LLC by the Numbers
$7.4 million
3
1
$7.4 million
Fee Structure
Financial management fees vary depending on which services the firm provides the client. However, fees charged by the firm likely consist of any blend of the following fee types: asset-based or performance-based. Sofi Capital Advisors LLC does not participate in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Sofi Capital Advisors LLC works with pooled investment vehicles. Sofi Capital Advisors LLC's largest client is pooled investment vehicles. None of the company's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Sofi Capital Advisors LLC does not have any disclosures.
Please visit its Form ADV for more details.
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