SFC FINANCIAL LLC

SUNSET HILLS, Missouri·3 registered advisors·CRD# 129817

SEC# 801-1071670314-842-2001

01

Firm Overview

AUM

$162M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management

04

Advisors at SFC FINANCIAL LLC

3 registered advisors

David Patrick Smith

ST. LOUIS, Missouri

Jacob Victor Potter

SUNSET HILLS, Missouri

Kenneth Allen Coplen

SUNSET HILLS, Missouri

05

Office Locations

SUNSET HILLS, Missouri

ST. LOUIS, Missouri

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Data sourced from SEC Form ADV filings. SFC FINANCIAL LLC (CRD# 129817) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.