$11.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
41 ADV. Clients
9 yrs Firm Age
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- Custodian
- Altruist · SSG · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-17-2017
- Office Locations
- 1
Office Locations
10000 NE 7TH AVE, STE 330-I Vancouver WA
About SFM Financial Advisors LLC
SFM Financial Advisors LLC is a fee-only, fiduciary RIA in Vancouver, WA led by CFP professional Steven Fox-Middleton. The firm provides asset-based wealth management and goal-based comprehensive planning, with emphasis on retirement and cash-flow planning, and pairs it with tax preparation and e-filing support (including small business). No commissions or referral fees.
Team overview
-- AVG AGE
$11.0M AVG AUM / ADVISOR
$268.3K AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
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Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
Steven Fox-Middleton
Chief Compliance Officer, President
- CRD
- #6736734
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $11,000,000 | -- |
| Total | $11,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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