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SOFI CAPITAL ADVISORS LLC
SOFI CAPITAL ADVISORS LLC
SAN FRANCISCO, California
·
5 registered advisors
·
CRD# 165784
SEC# 801-111634
0
855-525-7634
01
Firm Overview
AUM
—
Regulatory assets under management
Employees
3
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at SOFI CAPITAL ADVISORS LLC
5 registered advisors
Alan Richard Carlisle
SAN FRANCISCO, California
CRD# 2646681
Christopher Paul Lalli
SAN FRANCISCO, California
CRD# 1762362
Clayton Thomas Smudsky
SAN FRANCISCO, California
CRD# 1715927
Scott Chandler Williams
SAN FRANCISCO, California
CRD# 2889617
Tobin Mcdaniel
SAN FRANCISCO, California
CRD# 5948711
05
Office Locations
SAN FRANCISCO, California
5 advisors
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Data sourced from SEC Form ADV filings. SOFI CAPITAL ADVISORS LLC (CRD# 165784) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.