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- Custodian
- Altruist · SSG · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-31-2021
- Office Locations
- 1
Office Locations
About Sophos Wealth Management
Sophos Wealth Management is a Washington-registered RIA providing disciplined, process-driven value investing and comprehensive financial planning for individuals, retirees, and business owners. Portfolios are tailored to client goals and risk tolerance with flexible asset allocation guided by market valuations, seeking absolute returns. The practice primarily implements models using ETFs alongside U.S. government/agency bonds.
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Owner & Executives
SCOTT PATRICK CAUFIELD
Investment Advisor, PRINCIPAL
- CRD
- #5840914
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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