# EIN SOF Advisors, LLC

> EIN SOF Advisors, LLC is a state-registered investment advisory firm in Boca Raton, FL, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 314982
- Filed as: EIN SOF ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/314982
- AdvisorCensus page: https://advisorcensus.com/firm/ein-sof-advisors-llc-boca-raton-fl-314982

## Quick answers

**How is EIN SOF Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), EIN SOF Advisors, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is EIN SOF Advisors, LLC located?**
EIN SOF Advisors, LLC's principal office is in Boca Raton, FL, according to its Form ADV.

**Is EIN SOF Advisors, LLC registered with the SEC or a state?**
EIN SOF Advisors, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 314982.

**How much does EIN SOF Advisors, LLC manage?**
EIN SOF Advisors, LLC reports $27,122,065 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**What types of clients does EIN SOF Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (9); high net worth individuals (7); pooled investment vehicles (other than investment companies and business development companies) (1).

**Does EIN SOF Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/314982

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $27,122,065
- Discretionary: $27,122,065
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $1,900,387 |
| High net worth individuals | 7 | $23,397,827 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $1,317,188 |
| Charitable organizations | Fewer than 5 | $506,663 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- einsofadvisors.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. EIN SOF Advisors, LLC (CRD 314982): Form ADV filing data as of October 2026.